LCGC
XSVN icon

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

Legacy Capital Group California’s Portfolio XSVN Stock Details XSVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$267K Buy
+5,657
New +$268K 0.08% 272
2024
Q4 		– Sell
-46,000
Closed -$2.26M – 362
2024
Q3 		$2.26M Sell
46,000
-731
-2% -$35.4K 0.75% 18
2024
Q2 		$2.2M Buy
46,731
+14,388
+44% +$671K 0.79% 18
2024
Q1 		$1.54M Buy
+32,343
New +$1.54M 0.57% 37

Other funds holding XSVN

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

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

Legacy Capital Group California opened a new position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q2 2026: 5,657 shares worth $267K. The stake represents 0.08% of the portfolio and ranks #272 among its holdings. This is a return to the name: Legacy Capital Group California previously reported a position in XSVN as recently as Q3 2024.

Legacy Capital Group California first reported a position in XSVN in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.26M in Q3 2024. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

  • Legacy Capital Group California held 5,657 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $267K as of Q2 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF was a new Legacy Capital Group California position in Q2 2026.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 0.08% of Legacy Capital Group California's portfolio in Q2 2026, its #272 holding.
  • Legacy Capital Group California first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q1 2024 and has held it in 4 quarters since.
  • Legacy Capital Group California's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $2.26M in Q3 2024.
  • 64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven 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.