Mattson Financial Services, LLC XFIV Holdings History
Mattson Financial Services, LLC's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF Holding Summary
As of 2025-03-31, Mattson Financial Services, LLC held 113,940.00 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF(XFIV), totaling $5.59 Mil. This investment constitutes 1.68% of their stock portfolio, and Mattson Financial Services, LLC now holds 3.81% of the outstanding BondBloxx Bloomberg Five Year Target Duration US Treasury ETF(XFIV) stock.
The initial trade took place in 2024Q2. And since then Mattson Financial Services, LLC has made 2 purchases of XFIV, at an average price of $48.13, for a total of 114,144.00 shares. In addition, there have been 1 sales at an average price of $49.39 for 204.00 shares. Based on historical transaction data and XFIV's current price of $48.79, Mattson Financial Services, LLC's estimated gain on his XFIV holdings is $75,984.62, reflecting a 1.38% gain to date.
Mattson Financial Services, LLC XFIV ($48.79) Holding Chart
Mattson Financial Services, LLC XFIV ($48.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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