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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
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 $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Legacy Capital Group California's XONE Position: Q1 2026 in Review

Legacy Capital Group California reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 17% in Q1 2026, selling an estimated $41.6K and leaving 4,197 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #270.

Legacy Capital Group California first reported a position in XONE in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.11M in Q1 2025. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • Legacy Capital Group California held 4,197 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $208K as of Q1 2026.
  • Legacy Capital Group California sold 839 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $41.6K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.08% of Legacy Capital Group California's portfolio in Q1 2026, its #270 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 6 quarters since.
  • Legacy Capital Group California's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $3.11M in Q1 2025.
  • 98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.