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 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 $374B AUM 17.66% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

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

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

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

Mattson Financial Services increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 12% in Q1 2026, buying an estimated $569K and bringing the position to 114,439 shares worth $5.46M. The position accounts for 1.3% of the portfolio, ranked #12.

Mattson Financial Services first reported a position in XSVN in Q2 2024 and has held it in 8 quarters since. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

Mattson Financial Services held 114,439 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $5.46M as of Q1 2026.
Mattson Financial Services bought 11,843 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $569K.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 1.3% of Mattson Financial Services's portfolio in Q1 2026, its #12 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 8 quarters since.
49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

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