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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
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 $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Faithward Advisors's XSVN Position: Q1 2026 in Review

Faithward Advisors increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 13% in Q1 2026, buying an estimated $65.9K and bringing the position to 11,741 shares worth $560K. The position accounts for 0.08% of the portfolio, ranked #173.

Faithward Advisors first reported a position in XSVN in Q2 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Faithward Advisors held 11,741 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $560K as of Q1 2026.
  • Faithward Advisors bought 1,370 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $65.9K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.08% of Faithward Advisors's portfolio in Q1 2026, its #173 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 4 quarters since.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on Faithward Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.