WP
XSVN icon

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

WealthPLAN 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
2024
Q3 		– Sell
-83,978
Closed -$3.95M – 314
2024
Q2 		$3.95M Sell
83,978
-3,936
-4% -$183K 0.42% 68
2024
Q1 		$4.17M Buy
87,914
+10,713
+14% +$510K 0.43% 75
2023
Q4 		$3.73M Buy
77,201
+988
+1% +$46K 0.38% 80
2023
Q3 		$3.51M Buy
76,213
+24,744
+48% +$1.17M 0.41% 69
2023
Q2 		$2.49M Sell
51,469
-17,720
-26% -$873K 0.35% 76
2023
Q1 		$3.44M Sell
69,189
-44,681
-39% -$2.19M 0.39% 65
2022
Q4 		$5.54M Buy
+113,870
New +$5.52M 0.39% 67

Other funds holding XSVN

D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.82B AUM 16.79% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return