RIA
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Regal Investment Advisors’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Regal Investment Advisors’s Portfolio XSVN Stock Details XSVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,193
Closed -$749K – 495
2024
Q4 		$749K Buy
16,193
+1,819
+13% +$84.1K 0.06% 267
2024
Q3 		$705K Buy
+14,374
New +$705K 0.05% 294