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
Q1 		$3.76M Buy
+78,732
New +$3.78M 0.8% 37

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AWM
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MFS
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SOS
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Lido Advisors
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3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.82B AUM 31.23% 1-Year Est. Return