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

Wealthcare Capital Management’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 		$3.34M Buy
+70,731
New +$3.35M 0.32% 21

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

Wealthcare Capital Management's XSVN Position: Q2 2026 in Review

Wealthcare Capital Management opened a new position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q2 2026: 70,731 shares worth $3.34M. The stake represents 0.32% of the portfolio and ranks #21 among its holdings.

64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Wealthcare Capital Management held 70,731 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $3.34M as of Q2 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF was a new Wealthcare Capital Management position in Q2 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.32% of Wealthcare Capital Management's portfolio in Q2 2026, its #21 holding.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

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