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Legacy Capital Group California’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Legacy Capital Group California’s Portfolio XONE Stock Details XONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Buy
4,283
+86
+2% +$4.25K 0.06% 286
2026
Q1 		$208K Sell
4,197
-839
-17% -$41.6K 0.08% 270
2025
Q4 		$249K Sell
5,036
-722
-13% -$35.8K 0.06% 308
2025
Q3 		$286K Sell
5,758
-1
-0% -$50 0.07% 295
2025
Q2 		$286K Sell
5,759
-56,700
-91% -$2.81M 0.08% 272
2025
Q1 		$3.11M Buy
62,459
+24,652
+65% +$1.22M 1.08% 13
2024
Q4 		$1.87M Buy
+37,807
New +$1.88M 0.57% 28

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Legacy Capital Group California's XONE Position: Q2 2026 in Review

Legacy Capital Group California increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 2% in Q2 2026, buying an estimated $4.25K and bringing the position to 4,283 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #286.

Legacy Capital Group California first reported a position in XONE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.11M in Q1 2025. 101 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Legacy Capital Group California held 4,283 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $211K as of Q2 2026.
  • Legacy Capital Group California bought 86 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $4.25K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.06% of Legacy Capital Group California's portfolio in Q2 2026, its #286 holding.
  • Legacy Capital Group California first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Legacy Capital Group California's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $3.11M in Q1 2025.
  • 101 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.