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 Q3	$16.2K	Hold	363	–	–	﹤0.01%	1502
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

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

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Benchmark Financial Wilmington, Delaware $130M AUM 5.94% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Mather Group's XSVN Position: Q3 2026 in Review

Mather Group held its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) position steady in Q3 2026 at 363 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Mather Group first reported a position in XSVN in Q2 2024 and has held it in 8 quarters since. The position peaked at $28.3K in Q2 2024. 22 funds tracked by Wall St. Rank hold XSVN as of Q3 2026.

Mather Group held 363 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $16.2K as of Q3 2026.
Mather Group left its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF share count unchanged in Q3 2026.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1502 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 8 quarters since.
Mather Group's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $28.3K in Q2 2024.
22 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.