HighRoad Wealth Advisors’s US Treasury 7 Year Note ETF USVN Stock Holding History

HighRoad Wealth Advisors’s Portfolio USVN Stock Details USVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$569K	Buy	+12,561	New	+$588K	0.48%	23

Other funds holding USVN

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

F/M Investments Washington, District of Columbia $3.38B AUM 20.74% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

HighRoad Wealth Advisors's USVN Position: Q3 2026 in Review

HighRoad Wealth Advisors opened a new position in US Treasury 7 Year Note ETF (USVN) in Q3 2026: 12,561 shares worth $569K. The stake represents 0.48% of the portfolio and ranks #23 among its holdings.

7 funds tracked by Wall St. Rank hold USVN as of Q3 2026.

HighRoad Wealth Advisors held 12,561 shares of US Treasury 7 Year Note ETF worth $569K as of Q3 2026.
US Treasury 7 Year Note ETF was a new HighRoad Wealth Advisors position in Q3 2026.
US Treasury 7 Year Note ETF made up 0.48% of HighRoad Wealth Advisors's portfolio in Q3 2026, its #23 holding.
7 funds tracked by Wall St. Rank held US Treasury 7 Year Note ETF as of Q3 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.