EWA
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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

EP Wealth Advisors's XSVN Position: Q2 2026 in Review

EP Wealth Advisors increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 1,962% in Q2 2026, buying an estimated $6.06M and bringing the position to 134,667 shares worth $6.37M. The position accounts for 0.02% of the portfolio, ranked #338.

EP Wealth Advisors first reported a position in XSVN in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • EP Wealth Advisors held 134,667 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $6.37M as of Q2 2026.
  • EP Wealth Advisors bought 128,135 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $6.06M.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #338 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 3 quarters since.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.