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XSVN icon

Gradient Investments’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Gradient Investments’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 		$70M Buy
1,480,690
+414,200
+39% +$19.6M 0.97% 21
2026
Q1 		$50.9M Buy
1,066,490
+166,800
+19% +$8.02M 0.79% 34
2025
Q4 		$43.2M Buy
899,690
+88,585
+11% +$4.28M 0.69% 41
2025
Q3 		$39.1M Buy
811,105
+53,504
+7% +$2.56M 0.65% 46
2025
Q2 		$36.3M Buy
757,601
+41,027
+6% +$1.94M 0.66% 47
2025
Q1 		$34.2M Buy
716,574
+207,515
+41% +$9.72M 0.69% 47
2024
Q4 		$23.5M Buy
509,059
+214,965
+73% +$10.2M 0.48% 61
2024
Q3 		$14.4M Sell
294,094
-191,855
-39% -$9.29M 0.3% 102
2024
Q2 		$22.8M Sell
485,949
-24,245
-5% -$1.13M 0.51% 58
2024
Q1 		$24.2M Buy
510,194
+431,047
+545% +$20.5M 0.56% 51
2023
Q4 		$3.83M Buy
+79,147
New +$3.68M 0.09% 156

Other funds holding XSVN

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BF
Benchmark Financial Wilmington, Delaware $123M AUM

Gradient Investments's XSVN Position: Q2 2026 in Review

Gradient Investments increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 39% in Q2 2026, buying an estimated $19.6M and bringing the position to 1,480,690 shares worth $70M. The position accounts for 0.97% of the portfolio, ranked #21.

Gradient Investments first reported a position in XSVN in Q4 2023 and has held it in 11 quarters since. 20 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Gradient Investments held 1,480,690 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $70M as of Q2 2026.
  • Gradient Investments bought 414,200 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $19.6M.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.97% of Gradient Investments's portfolio in Q2 2026, its #21 holding.
  • Gradient Investments first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 20 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.