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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,193
Closed -$749K – 495
2024
Q4 		$749K Buy
16,193
+1,819
+13% +$86K 0.06% 267
2024
Q3 		$705K Buy
+14,374
New +$696K 0.05% 294

Other funds holding XSVN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Regal Investment Advisors's XSVN Position: Q1 2025 in Review

Regal Investment Advisors sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q1 2025, closing a stake of 16,193 shares — an estimated $749K sold.

Regal Investment Advisors first reported a position in XSVN in Q3 2024 and held it in 2 quarters. The position peaked at $749K in Q4 2024. 29 funds tracked by Wall St. Rank hold XSVN as of Q1 2025.

  • Regal Investment Advisors reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 16,193 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2025, an estimated $749K.
  • Regal Investment Advisors first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q3 2024 and held it in 2 quarters.
  • Regal Investment Advisors's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $749K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.