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

Paladin Wealth’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	$2.86M	Buy	60,406 +22,621	+60%	+$1.07M	1.66%	15
2026 Q1	$1.8M	Buy	37,785 +4,266	+13%	+$205K	1.24%	23
2025 Q4	$1.61M	Buy	33,519 +3,460	+12%	+$167K	1.1%	23
2025 Q3	$1.45M	Buy	30,059 +3,588	+14%	+$171K	1.05%	26
2025 Q2	$1.27M	Buy	26,471 +3,075	+13%	+$145K	0.99%	28
2025 Q1	$1.12M	Buy	23,396 +8,678	+59%	+$406K	1%	35
2024 Q4	$681K	Buy	14,718 +8,451	+135%	+$400K	0.59%	64
2024 Q3	$307K	Buy	+6,267	New	+$303K	0.27%	90

Other funds holding XSVN

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

DAS

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Benchmark Financial Wilmington, Delaware $123M AUM

Paladin Wealth's XSVN Position: Q2 2026 in Review

Paladin Wealth increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 60% in Q2 2026, buying an estimated $1.07M and bringing the position to 60,406 shares worth $2.86M. The position accounts for 1.66% of the portfolio, ranked #15.

Paladin Wealth first reported a position in XSVN in Q3 2024 and has held it in 8 quarters since. 20 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

Paladin Wealth held 60,406 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $2.86M as of Q2 2026.
Paladin Wealth bought 22,621 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.07M.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 1.66% of Paladin Wealth's portfolio in Q2 2026, its #15 holding.
Paladin Wealth first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
20 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.