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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
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 $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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 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

Tounjian Advisory Partners's XSVN Position: Q1 2026 in Review

Tounjian Advisory Partners increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 15% in Q1 2026, buying an estimated $30.9K and bringing the position to 4,918 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #146.

Tounjian Advisory Partners first reported a position in XSVN in Q1 2025 and has held it in 5 quarters since. The position peaked at $559K in Q1 2025. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Tounjian Advisory Partners held 4,918 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $235K as of Q1 2026.
  • Tounjian Advisory Partners bought 642 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $30.9K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.08% of Tounjian Advisory Partners's portfolio in Q1 2026, its #146 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 5 quarters since.
  • Tounjian Advisory Partners's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $559K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on Tounjian Advisory Partners's 13F filing for Q1 2026, filed 10 Apr 2026.