SEP
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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
Q1 		– Sell
-6
Closed -$307 – 1662
2025
Q4 		$307 Buy
+6
New +$290 ﹤0.01% 1592

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MFS
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SOS
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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Signature Equity Partners's XSVN Position: Q1 2026 in Review

Signature Equity Partners sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q1 2026, closing a stake of 6 shares — an estimated $307 sold.

Signature Equity Partners first reported a position in XSVN in Q4 2025 and held it in 1 quarter. The position peaked at $307 in Q4 2025. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Signature Equity Partners reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Signature Equity Partners sold 6 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $307.
  • Signature Equity Partners first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Signature Equity Partners's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $307 in Q4 2025.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on Signature Equity Partners's 13F filing for Q1 2026, filed 13 May 2026.