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

Legacy Capital Wealth Partners’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
2024
Q4 		– Sell
-8,040
Closed -$394K – 396
2024
Q3 		$394K Sell
8,040
-327
-4% -$15.8K 0.08% 238
2024
Q2 		$393K Buy
+8,367
New +$390K 0.1% 201

Other funds holding XSVN

DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
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
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Legacy Capital Wealth Partners's XSVN Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) in Q4 2024, closing a stake of 8,040 shares — an estimated $394K sold.

Legacy Capital Wealth Partners first reported a position in XSVN in Q2 2024 and held it in 2 quarters. The position peaked at $394K in Q3 2024. 26 funds tracked by Wall St. Rank hold XSVN as of Q4 2024.

  • Legacy Capital Wealth Partners reported no remaining BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 8,040 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $394K.
  • Legacy Capital Wealth Partners first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF position peaked at $394K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.