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
Q2 		– Sell
-32,626
Closed -$1.56M – 338
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 $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

JDM Financial Group's XSVN Position: Q2 2026 in Review

JDM Financial Group sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q2 2026, closing a stake of 32,626 shares — an estimated $1.56M sold.

JDM Financial Group first reported a position in XSVN in Q4 2025 and held it in 2 quarters. The position peaked at $2.42M in Q4 2025. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • JDM Financial Group reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • JDM Financial Group sold 32,626 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.56M.
  • JDM Financial Group first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2025 and held it in 2 quarters.
  • JDM Financial Group's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $2.42M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.