JFG
XSVN icon

JDM Financial Group’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

JDM Financial Group’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
Q1 		$1.56M Sell
32,626
-17,686
-35% -$850K 0.6% 25
2025
Q4 		$2.42M Buy
+50,312
New +$2.43M 0.94% 21

Other funds holding XSVN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

JDM Financial Group's XSVN Position: Q1 2026 in Review

JDM Financial Group reduced its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 35% in Q1 2026, selling an estimated $850K and leaving 32,626 shares worth $1.56M. The position accounts for 0.6% of the portfolio, ranked #25.

JDM Financial Group first reported a position in XSVN in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.42M in Q4 2025. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • JDM Financial Group held 32,626 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $1.56M as of Q1 2026.
  • JDM Financial Group sold 17,686 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $850K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.6% of JDM Financial Group's portfolio in Q1 2026, its #25 holding.
  • JDM Financial Group 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.
  • JDM Financial Group's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $2.42M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.