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XSVNXSVN
3 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF

EP Wealth Advisors, LLC holds 134,667 shares of XSVN (BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF), worth $6.4M as of 2026-Q2. The position was increased (+1961.7% shares). XSVN represents 0.0% of EP Wealth Advisors, LLC's portfolio.

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%$47.11
44
2026-Q1
Increased
6,532
+45.8%
$311,7060.0%$47.08
32
2025-Q4
New
4,480
-
$215,2600.0%$47.10
32

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

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