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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.88M	Buy	219,983 +127,142	+137%	+$5.78M	2.07%	8
2026 Q1	$4.26M	Buy	92,841 +8,921	+11%	+$414K	1.02%	23
2025 Q4	$3.88M	Buy	83,920 +11,139	+15%	+$521K	0.91%	32
2025 Q3	$3.39M	Buy	72,781 +23,075	+46%	+$1.06M	0.81%	40
2025 Q2	$2.29M	Buy	49,706 +3,046	+7%	+$139K	0.62%	64
2025 Q1	$2.17M	Buy	+46,660	New	+$2.12M	0.65%	58

Other funds holding XTEN

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Mattson Financial Services increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 137% in Q2 2026, buying an estimated $5.78M and bringing the position to 219,983 shares worth $9.88M. The position accounts for 2.07% of the portfolio, ranked #8.

Mattson Financial Services first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Mattson Financial Services held 219,983 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $9.88M as of Q2 2026.
Mattson Financial Services bought 127,142 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $5.78M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 2.07% of Mattson Financial Services's portfolio in Q2 2026, its #8 holding.
Mattson Financial Services first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten 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.