FFO
XSVN icon

Fortitude Family Office’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Fortitude Family Office’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
Q3 		– Sell
-1,754
Closed -$82.4K – 1280
2024
Q2 		$82.4K Sell
1,754
-1,018
-37% -$47.5K 0.05% 127
2024
Q1 		$132K Buy
+2,772
New +$132K 0.09% 93

Other funds holding XSVN

D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortitude Family Office's XSVN Position: Q3 2024 in Review

Fortitude Family Office sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q3 2024, closing a stake of 1,754 shares — an estimated $82.4K sold.

Fortitude Family Office first reported a position in XSVN in Q1 2024 and held it in 2 quarters. The position peaked at $132K in Q1 2024. 44 funds tracked by Wall St. Rank hold XSVN as of Q3 2024.

  • Fortitude Family Office reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Fortitude Family Office sold 1,754 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q3 2024, an estimated $82.4K.
  • Fortitude Family Office first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2024 and held it in 2 quarters.
  • Fortitude Family Office's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $132K in Q1 2024.
  • 44 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q3 2024.

Based on Fortitude Family Office's 13F filing for Q3 2024, filed 25 Oct 2024.