PUI
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Purpose Unlimited Inc’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Purpose Unlimited Inc’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
Q1 		$14.2K Sell
298
-31,727
-99% -$1.53M ﹤0.01% 391
2025
Q4 		$1.54M Buy
+32,025
New +$1.55M 0.07% 100

Other funds holding XSVN

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 $1.37T AUM 24.88% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Purpose Unlimited Inc's XSVN Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 99% in Q1 2026, selling an estimated $1.53M and leaving 298 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Purpose Unlimited Inc first reported a position in XSVN in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.54M in Q4 2025. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Purpose Unlimited Inc held 298 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $14.2K as of Q1 2026.
  • Purpose Unlimited Inc sold 31,727 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.53M.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #391 holding.
  • Purpose Unlimited Inc first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $1.54M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.