LC
XFIV icon

Legacy CG’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Legacy CG’s Portfolio XFIV Stock Details XFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-88,164
Closed -$4.41M – 62
2024
Q3 		$4.41M Sell
88,164
-1,183
-1% -$58.4K 1.44% 33
2024
Q2 		$4.31M Buy
+89,347
New +$4.28M 1.47% 33

Other funds holding XFIV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 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
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $588M AUM 29.16% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Legacy CG's XFIV Position: Q4 2024 in Review

Legacy CG sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q4 2024, closing a stake of 88,164 shares — an estimated $4.41M sold.

Legacy CG first reported a position in XFIV in Q2 2024 and held it in 2 quarters. The position peaked at $4.41M in Q3 2024. 21 funds tracked by Wall St. Rank hold XFIV as of Q4 2024.

  • Legacy CG reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy CG sold 88,164 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $4.41M.
  • Legacy CG first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Legacy CG's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $4.41M in Q3 2024.
  • 21 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q4 2024.

Based on Legacy CG's 13F filing for Q4 2024, filed 27 Jan 2025.