WAS
XSVN icon

WESPAC Advisors SoCal’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

WESPAC Advisors SoCal’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 		$3.4M Sell
71,907
-6,825
-9% -$323K 0.61% 46
2026
Q1 		$3.76M Buy
+78,732
New +$3.78M 0.8% 37

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

WESPAC Advisors SoCal's XSVN Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 8.7% in Q2 2026, selling an estimated $323K and leaving 71,907 shares worth $3.4M. The position accounts for 0.61% of the portfolio, ranked #46.

WESPAC Advisors SoCal first reported a position in XSVN in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.76M in Q1 2026. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • WESPAC Advisors SoCal held 71,907 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $3.4M as of Q2 2026.
  • WESPAC Advisors SoCal sold 6,825 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $323K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.61% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #46 holding.
  • WESPAC Advisors SoCal first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • WESPAC Advisors SoCal's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $3.76M in Q1 2026.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.