Mattson Financial Services’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Mattson Financial Services’s Portfolio BBBS Stock Details BBBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.05M	Buy	118,316 +12,079	+11%	+$621K	1.45%	10
2025 Q4	$5.47M	Buy	106,237 +13,850	+15%	+$714K	1.28%	13
2025 Q3	$4.78M	Buy	92,387 +3,822	+4%	+$197K	1.14%	16
2025 Q2	$4.55M	Buy	88,565 +3,321	+4%	+$169K	1.23%	16
2025 Q1	$4.35M	Sell	85,244 -23,558	-22%	-$1.19M	1.31%	15
2024 Q4	$5.6M	Buy	108,802 +35,885	+49%	+$1.82M	1.78%	12
2024 Q3	$3.66M	Sell	72,917 -294	-0.4%	-$15K	1.31%	17
2024 Q2	$3.68M	Buy	+73,211	New	+$3.66M	1.31%	17

Other funds holding BBBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

SSWM

Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return

Willow Financial Rogers, Arkansas $98.7M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $146M AUM

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Mattson Financial Services's BBBS Position: Q1 2026 in Review

Mattson Financial Services increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 11% in Q1 2026, buying an estimated $621K and bringing the position to 118,316 shares worth $6.05M. The position accounts for 1.45% of the portfolio, ranked #10.

Mattson Financial Services first reported a position in BBBS in Q2 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

Mattson Financial Services held 118,316 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $6.05M as of Q1 2026.
Mattson Financial Services bought 12,079 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $621K.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 1.45% of Mattson Financial Services's portfolio in Q1 2026, its #10 holding.
Mattson Financial Services first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.