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

Faithward 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 		$589K Buy
12,465
+724
+6% +$34.2K 0.07% 187
2026
Q1 		$560K Buy
11,741
+1,370
+13% +$65.9K 0.08% 173
2025
Q4 		$498K Buy
10,371
+1,070
+12% +$51.7K 0.07% 195
2025
Q3 		$448K Buy
9,301
+2,337
+34% +$112K 0.07% 191
2025
Q2 		$333K Buy
+6,964
New +$329K 0.05% 209

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Faithward Advisors's XSVN Position: Q2 2026 in Review

Faithward Advisors increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 6.2% in Q2 2026, buying an estimated $34.2K and bringing the position to 12,465 shares worth $589K. The position accounts for 0.07% of the portfolio, ranked #187.

Faithward Advisors first reported a position in XSVN in Q2 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Faithward Advisors held 12,465 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $589K as of Q2 2026.
  • Faithward Advisors bought 724 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $34.2K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.07% of Faithward Advisors's portfolio in Q2 2026, its #187 holding.
  • Faithward Advisors first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 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 Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.