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Silver Oak Securities’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Silver Oak Securities’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 		$5.14M Buy
108,790
+1,644
+2% +$77.8K 0.31% 72
2026
Q1 		$5.11M Buy
107,146
+2,031
+2% +$97.6K 0.37% 52
2025
Q4 		$5.06M Buy
105,115
+19,950
+23% +$964K 0.34% 64
2025
Q3 		$4.1M Sell
85,165
-418
-0.5% -$20K 0.31% 73
2025
Q2 		$4.1M Buy
+85,583
New +$4.05M 0.33% 64

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
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
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
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

Silver Oak Securities's XSVN Position: Q2 2026 in Review

Silver Oak Securities increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 1.5% in Q2 2026, buying an estimated $77.8K and bringing the position to 108,790 shares worth $5.14M. The position accounts for 0.31% of the portfolio, ranked #72.

Silver Oak Securities first reported a position in XSVN in Q2 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Silver Oak Securities held 108,790 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $5.14M as of Q2 2026.
  • Silver Oak Securities bought 1,644 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $77.8K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.31% of Silver Oak Securities's portfolio in Q2 2026, its #72 holding.
  • Silver Oak Securities first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 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 Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.