Pineridge Advisors’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Pineridge Advisors’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
2025 Q3	$21.6M	Buy	448,327 +443,028	+8,361%	+$21.2M	6.18%	6
2025 Q2	$254K	Buy	+5,299	New	+$251K	0.09%	37

Other funds holding XSVN

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Pineridge Advisors's XSVN Position: Q3 2025 in Review

Pineridge Advisors increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 8,361% in Q3 2025, buying an estimated $21.2M and bringing the position to 448,327 shares worth $21.6M. The position accounts for 6.18% of the portfolio, ranked #6.

Pineridge Advisors first reported a position in XSVN in Q2 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold XSVN as of Q3 2025.

Pineridge Advisors held 448,327 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $21.6M as of Q3 2025.
Pineridge Advisors bought 443,028 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $21.2M.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 6.18% of Pineridge Advisors's portfolio in Q3 2025, its #6 holding.
Pineridge Advisors first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2025 and has held it in 2 quarters since.
36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.