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XSVN icon

Sound Income Strategies’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Sound Income Strategies’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 		– Sell
-4
Closed -$190 – 2433
2026
Q1 		$190 Buy
+4
New +$192 ﹤0.01% 2474

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
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 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 $3.25B AUM 41% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Sound Income Strategies's XSVN Position: Q2 2026 in Review

Sound Income Strategies sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q2 2026, closing a stake of 4 shares — an estimated $190 sold.

Sound Income Strategies first reported a position in XSVN in Q1 2026 and held it in 1 quarter. The position peaked at $190 in Q1 2026. 33 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Sound Income Strategies reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 4 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $190.
  • Sound Income Strategies first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $190 in Q1 2026.
  • 33 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.