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XSVNXSVN
3 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in BONDBLOXX ETF TRUST

Yes. EP Wealth Advisors holds 134,667 shares of XSVN, worth $6.4M, as of its Q2 2026 13F filing. It increased the position from 6,532 shares in Q1 2026. EP Wealth Advisors has held XSVN since Q4 2025, across 3 quarterly 13F filings.

Current Value

$6.4M

Current Shares

134,667

Total Value Change

+$6.2M

Total Shares Change

+130,187

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
134,667
+1961.7%
$6.4M0.0%$46.78
44
2026-Q1
Increased
6,532
+45.8%
$311,7060.0%$46.74
32
2025-Q4
New
4,480
-
$215,2600.0%$46.76
32

Other major holders of XSVN: ENVESTNET ASSET MANAGEMENT INC, AE Wealth Management LLC

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