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
Q2 		$5.25M Buy
111,122
+5,712
+5% +$270K 0.01% 493
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 $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
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

Lido Advisors's XSVN Position: Q2 2026 in Review

Lido Advisors increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 5.4% in Q2 2026, buying an estimated $270K and bringing the position to 111,122 shares worth $5.25M. The position accounts for 0.01% of the portfolio, ranked #493.

Lido Advisors first reported a position in XSVN in Q4 2023 and has held it in 11 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Lido Advisors held 111,122 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $5.25M as of Q2 2026.
  • Lido Advisors bought 5,712 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $270K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #493 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 11 quarters since.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.