Lido Advisors
XSVN icon

Lido Advisors’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Lido Advisors’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 		$5.03M Buy
105,410
+12,051
+13% +$579K 0.02% 454
2025
Q4 		$4.5M Sell
93,359
-1,528
-2% -$73.9K 0.01% 490
2025
Q3 		$4.57M Buy
94,887
+2,407
+3% +$115K 0.01% 464
2025
Q2 		$4.43M Buy
92,480
+18,508
+25% +$875K 0.02% 405
2025
Q1 		$3.53M Buy
73,972
+9,192
+14% +$430K 0.02% 407
2024
Q4 		$3M Buy
64,780
+11,745
+22% +$556K 0.01% 425
2024
Q3 		$2.6M Buy
53,035
+873
+2% +$42.3K 0.01% 415
2024
Q2 		$2.45M Sell
52,162
-1,989
-4% -$92.7K 0.01% 409
2024
Q1 		$2.57M Sell
54,151
-188
-0.3% -$8.94K 0.02% 388
2023
Q4 		$2.63M Buy
+54,339
New +$2.53M 0.02% 360

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
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Lido Advisors's XSVN Position: Q1 2026 in Review

Lido Advisors increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 13% in Q1 2026, buying an estimated $579K and bringing the position to 105,410 shares worth $5.03M. The position accounts for 0.02% of the portfolio, ranked #454.

Lido Advisors first reported a position in XSVN in Q4 2023 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Lido Advisors held 105,410 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $5.03M as of Q1 2026.
  • Lido Advisors bought 12,051 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $579K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #454 holding.
  • Lido Advisors first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.