Mattson Financial Services’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.06M	Buy	171,964 +57,525	+50%	+$2.72M	1.69%	10
2026 Q1	$5.46M	Buy	114,439 +11,843	+12%	+$569K	1.3%	12
2025 Q4	$4.93M	Buy	102,596 +13,140	+15%	+$635K	1.15%	17
2025 Q3	$4.31M	Buy	89,456 +3,347	+4%	+$160K	1.03%	24
2025 Q2	$4.12M	Buy	86,109 +4,043	+5%	+$191K	1.11%	21
2025 Q1	$3.92M	Buy	82,066 +51,255	+166%	+$2.4M	1.18%	20
2024 Q4	$1.51M	Sell	30,811 -11,925	-28%	-$564K	0.48%	75
2024 Q3	$2.01M	Sell	42,736 -170	-0.4%	-$8.23K	0.72%	50
2024 Q2	$2.02M	Buy	+42,906	New	+$2M	0.72%	50

Other funds holding XSVN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

BFA

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

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

Mattson Financial Services increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 50% in Q2 2026, buying an estimated $2.72M and bringing the position to 171,964 shares worth $8.06M. The position accounts for 1.69% of the portfolio, ranked #10.

Mattson Financial Services first reported a position in XSVN in Q2 2024 and has held it in 9 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

Mattson Financial Services held 171,964 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $8.06M as of Q2 2026.
Mattson Financial Services bought 57,525 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.72M.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 1.69% of Mattson Financial Services's portfolio in Q2 2026, its #10 holding.
Mattson Financial Services first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

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