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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Bucket List Wealth Management The Villages, Florida $203M AUM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return