RFN
XSVN icon

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

RDA Financial Network’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 		$236K Buy
4,988
+268
+6% +$12.7K 0.05% 261
2026
Q1 		$225K Buy
4,720
+294
+7% +$14.1K 0.06% 249
2025
Q4 		$213K Buy
4,426
+157
+4% +$7.59K 0.05% 251
2025
Q3 		$206K Buy
+4,269
New +$204K 0.05% 253

Other funds holding XSVN

Envestnet Asset Management
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
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

RDA Financial Network's XSVN Position: Q2 2026 in Review

RDA Financial Network increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 5.7% in Q2 2026, buying an estimated $12.7K and bringing the position to 4,988 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #261.

RDA Financial Network first reported a position in XSVN in Q3 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • RDA Financial Network held 4,988 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $236K as of Q2 2026.
  • RDA Financial Network bought 268 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $12.7K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.05% of RDA Financial Network's portfolio in Q2 2026, its #261 holding.
  • RDA Financial Network first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.