Raymond James Financial
XSVN icon

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

Raymond James Financial’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 		– Sell
-607
Closed -$29.1K – 6826
2025
Q2 		$29.1K Buy
+607
New +$28.7K ﹤0.01% 5435

Other funds holding XSVN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Raymond James Financial's XSVN Position: Q3 2025 in Review

Raymond James Financial sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q3 2025, closing a stake of 607 shares — an estimated $29.1K sold.

Raymond James Financial first reported a position in XSVN in Q2 2025 and held it in 1 quarter. The position peaked at $29.1K in Q2 2025. 36 funds tracked by Wall St. Rank hold XSVN as of Q3 2025.

  • Raymond James Financial reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 607 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $29.1K.
  • Raymond James Financial first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $29.1K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.