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
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

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 $2.24B AUM 16.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

LPL Financial's XSVN Position: Q1 2026 in Review

LPL Financial increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 36% in Q1 2026, buying an estimated $299K and bringing the position to 23,518 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #4086.

LPL Financial first reported a position in XSVN in Q4 2025 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • LPL Financial held 23,518 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $1.12M as of Q1 2026.
  • LPL Financial bought 6,211 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $299K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4086 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 2 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.