EP Wealth Advisors, LLC
Position in XSVN — BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
CIK 1540569
TORRANCE, CA
All Filings in XSVN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSVN | $311,707 | 6,532 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 XSVN | $215,237 | 4,480 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||