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

Mattson Financial Services’s Portfolio XTWY Stock Details XTWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.01M Buy
+137,868
New +$5.13M 1.05% 20

Other funds holding XTWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
SFB
STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mattson Financial Services opened a new position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) in Q2 2026: 137,868 shares worth $5.01M. The stake represents 1.05% of the portfolio and ranks #20 among its holdings.

14 funds tracked by Wall St. Rank hold XTWY as of Q2 2026.

  • Mattson Financial Services held 137,868 shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $5.01M as of Q2 2026.
  • BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF was a new Mattson Financial Services position in Q2 2026.
  • BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF made up 1.05% of Mattson Financial Services's portfolio in Q2 2026, its #20 holding.
  • 14 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty 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.