LPL Financial
XSVN icon

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

LPL Financial’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
Q3 		$1.26M Buy
28,186
+149
+0.5% +$6.89K ﹤0.01% 4292
2026
Q2 		$1.33M Buy
28,037
+4,519
+19% +$214K ﹤0.01% 4157
2026
Q1 		$1.12M Buy
23,518
+6,211
+36% +$299K ﹤0.01% 4086
2025
Q4 		$831K Buy
+17,307
New +$836K ﹤0.01% 4256

Other funds holding XSVN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial's XSVN Position: Q3 2026 in Review

LPL Financial increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 0.53% in Q3 2026, buying an estimated $6.89K and bringing the position to 28,186 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #4292.

LPL Financial first reported a position in XSVN in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.33M in Q2 2026. 60 funds tracked by Wall St. Rank hold XSVN as of Q3 2026.

  • LPL Financial held 28,186 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $1.26M as of Q3 2026.
  • LPL Financial bought 149 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $6.89K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4292 holding.
  • LPL Financial first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • LPL Financial's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $1.33M in Q2 2026.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.