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Steward Partners Investment Advisory’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-79
Closed -$3.81K – 4484
2025
Q3 		$3.81K Buy
+79
New +$3.77K ﹤0.01% 3738

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Steward Partners Investment Advisory's XSVN Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q4 2025, closing a stake of 79 shares — an estimated $3.81K sold.

Steward Partners Investment Advisory first reported a position in XSVN in Q3 2025 and held it in 1 quarter. The position peaked at $3.81K in Q3 2025. 45 funds tracked by Wall St. Rank hold XSVN as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 79 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $3.81K.
  • Steward Partners Investment Advisory first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $3.81K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.