WIM
XSVN icon

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

WealthPlan Investment 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
Q1 		$336K Sell
7,051
-1,615
-19% -$77.6K 0.02% 367
2025
Q4 		$416K Sell
8,666
-222
-2% -$10.7K 0.03% 278
2025
Q3 		$428K Buy
8,888
+15
+0.2% +$717 0.03% 243
2025
Q2 		$425K Buy
8,873
+182
+2% +$8.61K 0.03% 255
2025
Q1 		$415K Sell
8,691
-161
-2% -$7.54K 0.04% 189
2024
Q4 		$409K Sell
8,852
-4,516
-34% -$214K 0.04% 190
2024
Q3 		$656K Sell
13,368
-127,986
-91% -$6.2M 0.07% 139
2024
Q2 		$6.64M Buy
141,354
+5,499
+4% +$256K 1.01% 39
2024
Q1 		$6.45M Buy
135,855
+46,528
+52% +$2.21M 0.98% 43
2023
Q4 		$4.32M Buy
89,327
+32,480
+57% +$1.51M 0.69% 57
2023
Q3 		$2.62M Buy
56,847
+20,884
+58% +$988K 0.46% 65
2023
Q2 		$1.74M Sell
35,963
-8,713
-20% -$429K 0.52% 63
2023
Q1 		$2.22M Sell
44,676
-69,168
-61% -$3.4M 0.38% 66
2022
Q4 		$5.56M Buy
+113,844
New +$5.51M 0.39% 66

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 $2.07B AUM 16.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

WealthPlan Investment Management's XSVN Position: Q1 2026 in Review

WealthPlan Investment Management reduced its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 19% in Q1 2026, selling an estimated $77.6K and leaving 7,051 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #367.

WealthPlan Investment Management first reported a position in XSVN in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.64M in Q2 2024. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • WealthPlan Investment Management held 7,051 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $336K as of Q1 2026.
  • WealthPlan Investment Management sold 1,615 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $77.6K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2026, its #367 holding.
  • WealthPlan Investment Management first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • WealthPlan Investment Management's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $6.64M in Q2 2024.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.