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Safe Harbor Wealth Advisors’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Safe Harbor Wealth 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
Q4 		$785K Buy
+16,225
New +$784K 0.76% 22

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Safe Harbor Wealth Advisors's XSVN Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q4 2025: 16,225 shares worth $785K. The stake represents 0.76% of the portfolio and ranks #22 among its holdings.

45 funds tracked by Wall St. Rank hold XSVN as of Q4 2025.

  • Safe Harbor Wealth Advisors held 16,225 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $785K as of Q4 2025.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.76% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #22 holding.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.