SOS
XSVN icon

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
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 $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
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 $2.24B AUM 16.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Silver Oak Securities's XSVN Position: Q1 2026 in Review

Silver Oak Securities increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 1.9% in Q1 2026, buying an estimated $97.6K and bringing the position to 107,146 shares worth $5.11M. The position accounts for 0.37% of the portfolio, ranked #52.

Silver Oak Securities first reported a position in XSVN in Q2 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Silver Oak Securities held 107,146 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $5.11M as of Q1 2026.
  • Silver Oak Securities bought 2,031 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $97.6K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.37% of Silver Oak Securities's portfolio in Q1 2026, its #52 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 4 quarters since.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.