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

Wealthcare 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	$1.48M	Buy	31,321 +7,605	+32%	+$360K	0.03%	422
2026 Q1	$1.13M	Sell	23,716 -858	-3%	-$41.2K	0.02%	482
2025 Q4	$1.18M	Sell	24,574 -12,311	-33%	-$595K	0.02%	467
2025 Q3	$1.78M	Buy	36,885 +548	+2%	+$26.2K	0.04%	370
2025 Q2	$1.74M	Buy	36,337 +959	+3%	+$45.4K	0.04%	358
2025 Q1	$1.69M	Buy	35,378 +6,308	+22%	+$295K	0.05%	322
2024 Q4	$1.34M	Buy	29,070 +4,204	+17%	+$199K	0.04%	356
2024 Q3	$1.22M	Buy	24,866 +1,709	+7%	+$82.7K	0.03%	370
2024 Q2	$1.09M	Buy	23,157 +2,538	+12%	+$118K	0.03%	360
2024 Q1	$979K	Buy	+20,619	New	+$981K	0.03%	372

Other funds holding XSVN

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Benchmark Financial Wilmington, Delaware $123M AUM

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

Wealthcare Advisory Partners increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 32% in Q2 2026, buying an estimated $360K and bringing the position to 31,321 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #422.

Wealthcare Advisory Partners first reported a position in XSVN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.78M in Q3 2025. 20 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

Wealthcare Advisory Partners held 31,321 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $1.48M as of Q2 2026.
Wealthcare Advisory Partners bought 7,605 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $360K.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #422 holding.
Wealthcare Advisory Partners first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Wealthcare Advisory Partners's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $1.78M in Q3 2025.
20 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.