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
Q3 		$8.6M Buy
192,746
+120,839
+168% +$5.59M 1.56% 23
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WESPAC Advisors SoCal's XSVN Position: Q3 2026 in Review

WESPAC Advisors SoCal increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 168% in Q3 2026, buying an estimated $5.59M and bringing the position to 192,746 shares worth $8.6M. The position accounts for 1.56% of the portfolio, ranked #23.

WESPAC Advisors SoCal first reported a position in XSVN in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold XSVN as of Q3 2026.

  • WESPAC Advisors SoCal held 192,746 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $8.6M as of Q3 2026.
  • WESPAC Advisors SoCal bought 120,839 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $5.59M.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 1.56% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #23 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 3 quarters since.
  • 6 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.