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

Peterson 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
Q3 		$23.2K Buy
+472
New +$22.9K 0.09% 142

Other funds holding XSVN

D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peterson Financial Group's XSVN Position: Q3 2024 in Review

Peterson Financial Group opened a new position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q3 2024: 472 shares worth $23.2K. The stake represents 0.09% of the portfolio and ranks #142 among its holdings.

44 funds tracked by Wall St. Rank hold XSVN as of Q3 2024.

  • Peterson Financial Group held 472 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $23.2K as of Q3 2024.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF was a new Peterson Financial Group position in Q3 2024.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.09% of Peterson Financial Group's portfolio in Q3 2024, its #142 holding.
  • 44 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.