UBS Group
XSVN icon

UBS Group’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

UBS Group’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 		$1.32K Buy
+28
New +$1.32K ﹤0.01% 9581
2025
Q2 		– Sell
-126
Closed -$6.02K – 10905
2025
Q1 		$6.02K Buy
+126
New +$5.9K ﹤0.01% 8937

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

UBS Group's XSVN Position: Q2 2026 in Review

UBS Group opened a new position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q2 2026: 28 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #9581 among its holdings. This is a return to the name: UBS Group previously reported a position in XSVN as recently as Q1 2025.

UBS Group first reported a position in XSVN in Q1 2025 and has held it in 2 quarters since. The position peaked at $6.02K in Q1 2025. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • UBS Group held 28 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $1.32K as of Q2 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF was a new UBS Group position in Q2 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9581 holding.
  • UBS Group first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2025 and has held it in 2 quarters since.
  • UBS Group's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $6.02K 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 UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.