Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Bondbloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: XSVN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.51% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 44.83 - 49.93 | Updated Date 06/29/2025 |
52 Weeks Range 44.83 - 49.93 | Updated Date 06/29/2025 |
Upturn AI SWOT
Bondbloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
ETF Overview
Overview
The BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XTEN) seeks to track the investment results of the Bloomberg Seven Year US Treasury Target Duration Index. It primarily invests in U.S. Treasury bonds with a target duration of seven years.
Reputation and Reliability
BondBloxx Investment Management LLC is a relatively new issuer focused on fixed-income ETFs, gaining traction in the market.
Management Expertise
The management team consists of experienced professionals in the fixed-income space.
Investment Objective
Goal
To track the investment results of the Bloomberg Seven Year US Treasury Target Duration Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, aiming to replicate the composition and characteristics of its benchmark index.
Composition The ETF holds a portfolio of U.S. Treasury bonds with maturities and weightings designed to maintain a target duration of approximately seven years.
Market Position
Market Share: The BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF holds a relatively small market share compared to larger, more established Treasury ETFs.
Total Net Assets (AUM): 36750700
Competitors
Key Competitors
- IEF
- SPTL
- VGIT
Competitive Landscape
The competitive landscape is dominated by large, established players like IEF, SPTL, and VGIT. XTEN offers a more targeted duration approach but faces the challenge of attracting investors from these larger funds. XTEN differentiates itself through its targeted duration and specific index tracking, appealing to investors with precise risk and return requirements. However, it is disadvantaged in terms of AUM and liquidity compared to its larger competitors.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's recent inception. Data needs to be requested from a financial API for time-series information.
Benchmark Comparison: The ETF's performance should closely track the Bloomberg Seven Year US Treasury Target Duration Index. Data needs to be requested from a financial API for this information.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
XTEN's average trading volume is moderate, and may vary depending on market conditions. This should be checked for an up to date number from an API.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the liquidity of the underlying U.S. Treasury market. This should be checked for an up to date number from an API.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation, interest rate policies, and overall market sentiment significantly influence XTEN's performance.
Growth Trajectory
XTEN's growth trajectory is dependent on its ability to attract assets from investors seeking precise duration targeting within the Treasury market.
Moat and Competitive Advantages
Competitive Edge
XTEN's competitive edge lies in its targeted seven-year duration exposure, providing investors with a specific maturity segment of the Treasury yield curve. This targeted approach offers more precise duration control compared to broader Treasury ETFs. It allows investors to fine-tune their fixed-income portfolios based on their interest rate outlook. This specialization caters to a niche market seeking focused Treasury exposure.
Risk Analysis
Volatility
XTEN's volatility is primarily driven by interest rate fluctuations and is generally lower than equity market volatility.
Market Risk
The primary market risk is interest rate risk; rising interest rates can lead to a decline in the ETF's net asset value.
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated fixed-income investor seeking precise duration control within their Treasury allocation. XTEN is suitable for institutional investors, financial advisors, and individual investors with a clear understanding of duration and interest rate risk.
Market Risk
XTEN is more suitable for long-term investors or active traders who strategically adjust their duration exposure based on macroeconomic forecasts.
Summary
The BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XTEN) offers investors targeted exposure to U.S. Treasury bonds with a seven-year duration. It aims to replicate the performance of the Bloomberg Seven Year US Treasury Target Duration Index. While it's a relatively new ETF, it can be beneficial for investors seeking precise duration control in their fixed-income portfolios. However, it faces competition from larger, more established Treasury ETFs and its AUM is currently low, affecting volume.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Bloomberg
- BondBloxx Investment Management LLC
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Bondbloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a portfolio of U.S. Treasury securities that collectively have an average duration of approximately 7 years, either directly or indirectly (e.g., through derivatives). The index is comprised of certain U.S. Treasury notes and bonds that are included in the Bloomberg US Treasury Index. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.