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
Q2 		$3.82M Buy
80,769
+7,773
+11% +$368K 0.12% 170
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 $424B AUM 22.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

Meridian Wealth Management's XSVN Position: Q2 2026 in Review

Meridian Wealth Management increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 11% in Q2 2026, buying an estimated $368K and bringing the position to 80,769 shares worth $3.82M. The position accounts for 0.12% of the portfolio, ranked #170.

Meridian Wealth Management first reported a position in XSVN in Q1 2025 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Meridian Wealth Management held 80,769 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $3.82M as of Q2 2026.
  • Meridian Wealth Management bought 7,773 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $368K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.12% of Meridian Wealth Management's portfolio in Q2 2026, its #170 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 6 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 Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.