Signature Equity Partners’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Signature Equity Partners’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	$8.02K	Buy	+170	New	+$8.04K	﹤0.01%	879
2026 Q1	–	Sell	-6	Closed	-$307	–	1662
2025 Q4	$307	Buy	+6	New	+$290	﹤0.01%	1592

Other funds holding XSVN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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 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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Signature Equity Partners's XSVN Position: Q2 2026 in Review

Signature Equity Partners opened a new position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q2 2026: 170 shares worth $8.02K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings. This is a return to the name: Signature Equity Partners previously reported a position in XSVN as recently as Q4 2025.

Signature Equity Partners first reported a position in XSVN in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

Signature Equity Partners held 170 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $8.02K as of Q2 2026.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF was a new Signature Equity Partners position in Q2 2026.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #879 holding.
Signature Equity Partners first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2025 and has held it in 2 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 Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.