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

Legacy Capital Wealth Partners’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
2025
Q2 		– Sell
-13,509
Closed -$672K – 399
2025
Q1 		$672K Buy
13,509
+5,976
+79% +$296K 0.17% 132
2024
Q4 		$373K Buy
+7,533
New +$374K 0.09% 230

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Legacy Capital Wealth Partners's XONE Position: Q2 2025 in Review

Legacy Capital Wealth Partners sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2025, closing a stake of 13,509 shares — an estimated $672K sold.

Legacy Capital Wealth Partners first reported a position in XONE in Q4 2024 and held it in 2 quarters. The position peaked at $672K in Q1 2025. 85 funds tracked by Wall St. Rank hold XONE as of Q2 2025.

  • Legacy Capital Wealth Partners reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 13,509 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $672K.
  • Legacy Capital Wealth Partners first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $672K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.