GRP
XSVN icon

Global Retirement Partners’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Global Retirement Partners’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 		$22.5K Buy
+476
New +$22.5K ﹤0.01% 2992
2025
Q4 		$11.8K Buy
+247
New +$11.9K ﹤0.01% 3091

Other funds holding XSVN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

Global Retirement Partners's XSVN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q2 2026: 476 shares worth $22.5K. The stake represents ﹤0.01% of the portfolio and ranks #2992 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XSVN as recently as Q4 2025.

Global Retirement Partners first reported a position in XSVN in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Global Retirement Partners held 476 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $22.5K as of Q2 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF was a new Global Retirement Partners position in Q2 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2992 holding.
  • Global Retirement Partners first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2025 and has held it in 2 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.