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
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

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

LPL Financial's XSVN Position: Q2 2026 in Review

LPL Financial increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 19% in Q2 2026, buying an estimated $214K and bringing the position to 28,037 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #4157.

LPL Financial first reported a position in XSVN in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • LPL Financial held 28,037 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $1.33M as of Q2 2026.
  • LPL Financial bought 4,519 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $214K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4157 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 3 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.