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

New Century Financial 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
2024
Q4 		– Sell
-18,922
Closed -$928K – 339
2024
Q3 		$928K Buy
+18,922
New +$916K 0.34% 82

Other funds holding XSVN

DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

New Century Financial Group's XSVN Position: Q4 2024 in Review

New Century Financial Group sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q4 2024, closing a stake of 18,922 shares — an estimated $928K sold.

New Century Financial Group first reported a position in XSVN in Q3 2024 and held it in 1 quarter. The position peaked at $928K in Q3 2024. 26 funds tracked by Wall St. Rank hold XSVN as of Q4 2024.

  • New Century Financial Group reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • New Century Financial Group sold 18,922 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $928K.
  • New Century Financial Group first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q3 2024 and held it in 1 quarter.
  • New Century Financial Group's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $928K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q4 2024.

Based on New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.