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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,040	Closed	-$394K	–	396
2024 Q3	$394K	Sell	8,040 -327	-4%	-$16K	0.08%	238
2024 Q2	$393K	Buy	+8,367	New	+$393K	0.1%	201