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

GeoWealth 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 		– Sell
-11,604
Closed -$569K – 1891
2024
Q3 		$569K Sell
11,604
-3,423
-23% -$166K 0.02% 442
2024
Q2 		$706K Buy
15,027
+4,063
+37% +$189K 0.03% 349
2024
Q1 		$520K Buy
+10,964
New +$522K 0.02% 425

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
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 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 $2.24B AUM 16.9% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

GeoWealth Management's XSVN Position: Q4 2024 in Review

GeoWealth Management sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q4 2024, closing a stake of 11,604 shares — an estimated $569K sold.

GeoWealth Management first reported a position in XSVN in Q1 2024 and held it in 3 quarters. The position peaked at $706K in Q2 2024. 26 funds tracked by Wall St. Rank hold XSVN as of Q4 2024.

  • GeoWealth Management reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 11,604 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $569K.
  • GeoWealth Management first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2024 and held it in 3 quarters.
  • GeoWealth Management's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $706K in Q2 2024.
  • 26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q4 2024.

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