EP Wealth Advisors
XSVN icon

EP Wealth Advisors’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

EP Wealth Advisors’s Portfolio XSVN Stock Details XSVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$342K Sell
7,671
-126,996
-94% -$5.87M ﹤0.01% 1179
2026
Q2 		$6.37M Buy
134,667
+128,135
+1,962% +$6.06M 0.02% 338
2026
Q1 		$312K Buy
6,532
+2,052
+46% +$98.6K ﹤0.01% 1138
2025
Q4 		$215K Buy
+4,480
New +$217K ﹤0.01% 1348

Other funds holding XSVN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

EP Wealth Advisors's XSVN Position: Q3 2026 in Review

EP Wealth Advisors reduced its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 94% in Q3 2026, selling an estimated $5.87M and leaving 7,671 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

EP Wealth Advisors first reported a position in XSVN in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.37M in Q2 2026. 60 funds tracked by Wall St. Rank hold XSVN as of Q3 2026.

  • EP Wealth Advisors held 7,671 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $342K as of Q3 2026.
  • EP Wealth Advisors sold 126,996 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $5.87M.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #1179 holding.
  • EP Wealth Advisors first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $6.37M in Q2 2026.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.