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 Q2	$4.7M	Sell	92,345 -25,971	-22%	-$1.33M	0.98%	24
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 $1.15B AUM 19.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SSWM

Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Mattson Financial Services's BBBS Position: Q2 2026 in Review

Mattson Financial Services reduced its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 22% in Q2 2026, selling an estimated $1.33M and leaving 92,345 shares worth $4.7M. The position accounts for 0.98% of the portfolio, ranked #24.

Mattson Financial Services first reported a position in BBBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.05M in Q1 2026. 31 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

Mattson Financial Services held 92,345 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $4.7M as of Q2 2026.
Mattson Financial Services sold 25,971 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $1.33M.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.98% of Mattson Financial Services's portfolio in Q2 2026, its #24 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 9 quarters since.
Mattson Financial Services's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $6.05M in Q1 2026.
31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.