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XSVNXSVN
Showing 8 of 10 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF

AE Wealth Management LLC holds 445,622 shares of XSVN (BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF), worth $21.1M as of 2026-Q2. The position was decreased (-13.5% shares). XSVN represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$21.1M

Current Shares

445,622

Total Value Change

+$20.4M

Total Shares Change

+431,769

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
445,622
-13.5%
$21.1M0.1%$47.11
0
2026-Q1
Increased
515,315
+36.8%
$24.6M0.1%$47.08
45
2025-Q4
Increased
376,766
+48.0%
$18.1M0.1%$47.10
46
2025-Q3
Increased
254,534
+76.0%
$12.3M0.1%$46.65
42
2025-Q2
Increased
144,609
+19.6%
$6.9M0.1%$45.84
32
2025-Q1
Increased
120,890
+29.5%
$5.8M0.0%$45.23
34
2024-Q4
Increased
93,371
+574.0%
$4.3M0.0%$43.53
43
2024-Q3
Decreased
13,853
-5.6%
$679,6230.0%$45.54
0

Other major holders of XSVN: ENVESTNET ASSET MANAGEMENT INC, WELLS FARGO & COMPANY/MN

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