MG
XSVN icon

Mather Group’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Mather Group’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 		$17.2K Hold
363
– – ﹤0.01% 1364
2026
Q1 		$17.3K Buy
+363
New +$17.4K ﹤0.01% 1310
2025
Q4 		– Sell
-363
Closed -$17.5K – 1670
2025
Q3 		$17.5K Buy
+363
New +$17.3K ﹤0.01% 1148
2025
Q2 		– Sell
-363
Closed -$17.3K – 1752
2025
Q1 		$17.3K Hold
363
– – ﹤0.01% 1125
2024
Q4 		$16.8K Sell
363
-179
-33% -$8.47K ﹤0.01% 1120
2024
Q3 		$26.6K Sell
542
-54
-9% -$2.61K ﹤0.01% 1008
2024
Q2 		$28.3K Buy
+596
New +$27.8K ﹤0.01% 1172

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

Mather Group's XSVN Position: Q2 2026 in Review

Mather Group held its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) position steady in Q2 2026 at 363 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Mather Group first reported a position in XSVN in Q2 2024 and has held it in 7 quarters since. The position peaked at $28.3K in Q2 2024. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Mather Group held 363 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $17.2K as of Q2 2026.
  • Mather Group left its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF share count unchanged in Q2 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1364 holding.
  • Mather Group first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2024 and has held it in 7 quarters since.
  • Mather Group's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $28.3K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.