EWM
XSVN icon

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

Executive Wealth Management’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
2024
Q4 		$7.79M Buy
168,320
+4,396
+3% +$208K 0.61% 54
2024
Q3 		$8.04M Buy
163,924
+3,288
+2% +$159K 0.63% 50
2024
Q2 		$7.55M Buy
+160,636
New +$7.49M 1.38% 23

Other funds holding XSVN

DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Executive Wealth Management's XSVN Position: Q4 2024 in Review

Executive Wealth Management increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 2.7% in Q4 2024, buying an estimated $208K and bringing the position to 168,320 shares worth $7.79M. The position accounts for 0.61% of the portfolio, ranked #54.

Executive Wealth Management first reported a position in XSVN in Q2 2024 and has held it in 3 quarters since. The position peaked at $8.04M in Q3 2024. 26 funds tracked by Wall St. Rank hold XSVN as of Q4 2024.

  • Executive Wealth Management held 168,320 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $7.79M as of Q4 2024.
  • Executive Wealth Management bought 4,396 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $208K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.61% of Executive Wealth Management's portfolio in Q4 2024, its #54 holding.
  • Executive Wealth Management first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2024 and has held it in 3 quarters since.
  • Executive Wealth Management's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $8.04M in Q3 2024.
  • 26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.