MWM
XSVN icon

Meridian Wealth Management’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Meridian Wealth Management’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 		$3.48M Buy
72,996
+7,092
+11% +$341K 0.12% 161
2025
Q4 		$3.17M Buy
65,904
+39,608
+151% +$1.91M 0.11% 167
2025
Q3 		$1.27M Buy
26,296
+9,414
+56% +$450K 0.05% 285
2025
Q2 		$808K Buy
16,882
+9,849
+140% +$466K 0.03% 351
2025
Q1 		$336K Buy
+7,033
New +$329K 0.02% 499

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

Meridian Wealth Management's XSVN Position: Q1 2026 in Review

Meridian Wealth Management increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 11% in Q1 2026, buying an estimated $341K and bringing the position to 72,996 shares worth $3.48M. The position accounts for 0.12% of the portfolio, ranked #161.

Meridian Wealth Management first reported a position in XSVN in Q1 2025 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Meridian Wealth Management held 72,996 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $3.48M as of Q1 2026.
  • Meridian Wealth Management bought 7,092 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $341K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.12% of Meridian Wealth Management's portfolio in Q1 2026, its #161 holding.
  • Meridian Wealth Management first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2025 and has held it in 5 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 Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.