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XSVN icon

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

Tower Wealth 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 		$520K Buy
10,992
+1,177
+12% +$55.7K 0.26% 47
2026
Q1 		$468K Buy
9,815
+66
+0.7% +$3.17K 0.26% 49
2025
Q4 		$468K Buy
9,749
+1,124
+13% +$54.3K 0.26% 47
2025
Q3 		$416K Buy
8,625
+591
+7% +$28.2K 0.23% 50
2025
Q2 		$385K Buy
+8,034
New +$380K 0.23% 50

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

Tower Wealth Partners's XSVN Position: Q2 2026 in Review

Tower Wealth Partners increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 12% in Q2 2026, buying an estimated $55.7K and bringing the position to 10,992 shares worth $520K. The position accounts for 0.26% of the portfolio, ranked #47.

Tower Wealth Partners first reported a position in XSVN in Q2 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Tower Wealth Partners held 10,992 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $520K as of Q2 2026.
  • Tower Wealth Partners bought 1,177 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $55.7K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.26% of Tower Wealth Partners's portfolio in Q2 2026, its #47 holding.
  • Tower Wealth Partners first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.