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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
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 $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 $2.07B AUM 16.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Mather Group's XSVN Position: Q1 2026 in Review

Mather Group opened a new position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q1 2026: 363 shares worth $17.3K. The stake represents ﹤0.01% of the portfolio and ranks #1310 among its holdings. This is a return to the name: Mather Group previously reported a position in XSVN as recently as Q3 2025.

Mather Group first reported a position in XSVN in Q2 2024 and has held it in 6 quarters since. The position peaked at $28.3K in Q2 2024. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Mather Group held 363 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $17.3K as of Q1 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF was a new Mather Group position in Q1 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1310 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 6 quarters since.
  • Mather Group's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $28.3K in Q2 2024.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.