PUI
XSVN icon

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
Q2 		– Sell
-298
Closed -$14.2K – 649
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

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BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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 $1.55T AUM 33.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Purpose Unlimited Inc's XSVN Position: Q2 2026 in Review

Purpose Unlimited Inc sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q2 2026, closing a stake of 298 shares — an estimated $14.2K sold.

Purpose Unlimited Inc first reported a position in XSVN in Q4 2025 and held it in 2 quarters. The position peaked at $1.54M in Q4 2025. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Purpose Unlimited Inc reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Purpose Unlimited Inc sold 298 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $14.2K.
  • Purpose Unlimited Inc first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Purpose Unlimited Inc's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $1.54M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.