WealthPlan Investment Management LLC Lowers Position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (NYSEARCA:XSVN)

WealthPlan Investment Management LLC decreased its holdings in shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (NYSEARCA:XSVN) by 90.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,368 shares of the company’s stock after selling 127,986 shares during the quarter. WealthPlan Investment Management LLC’s holdings in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF were worth $656,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Envestnet Asset Management Inc. raised its position in shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF by 62.8% during the 2nd quarter. Envestnet Asset Management Inc. now owns 215,534 shares of the company’s stock valued at $10,130,000 after buying an additional 83,115 shares in the last quarter. Atria Investments Inc purchased a new stake in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF during the first quarter valued at about $2,136,000. Brown Financial Advisors bought a new stake in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF during the second quarter worth about $2,023,000. CreativeOne Wealth LLC purchased a new position in shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in the 1st quarter worth about $352,000. Finally, Cetera Investment Advisers bought a new position in shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF during the 2nd quarter valued at about $1,134,000.

BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF Stock Performance

NYSEARCA:XSVN opened at $46.60 on Wednesday. The business has a 50 day moving average of $48.34 and a 200 day moving average of $47.72. BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF has a 1-year low of $45.75 and a 1-year high of $49.67.

About BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF

The Bondbloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is passively managed to invest in a portfolio of US Treasury securities with a target duration of seven years. XSVN was launched on Sep 13, 2022 and is managed by BondBloxx.