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

Tounjian Advisory 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
Q2 		$1.44K Sell
30
-4,888
-99% -$231K ﹤0.01% 613
2026
Q1 		$235K Buy
4,918
+642
+15% +$30.9K 0.08% 146
2025
Q4 		$205K Sell
4,276
-544
-11% -$26.3K 0.07% 148
2025
Q3 		$232K Sell
4,820
-6,536
-58% -$312K 0.08% 146
2025
Q2 		$542K Sell
11,356
-342
-3% -$16.2K 0.11% 186
2025
Q1 		$559K Buy
+11,698
New +$548K 0.1% 185

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
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Tounjian Advisory Partners's XSVN Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 99% in Q2 2026, selling an estimated $231K and leaving 30 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Tounjian Advisory Partners first reported a position in XSVN in Q1 2025 and has held it in 6 quarters since. The position peaked at $559K in Q1 2025. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Tounjian Advisory Partners held 30 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $1.44K as of Q2 2026.
  • Tounjian Advisory Partners sold 4,888 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $231K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #613 holding.
  • Tounjian Advisory Partners first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Tounjian Advisory Partners's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $559K in Q1 2025.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.