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

Legacy CG’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
2026 Q2	$498K	Sell	10,078 -14,219	-59%	-$702K	0.13%	42
2026 Q1	$1.2M	Sell	24,297 -60,026	-71%	-$2.97M	0.33%	40
2025 Q4	$4.18M	Sell	84,323 -91,206	-52%	-$4.52M	1.17%	35
2025 Q3	$8.72M	Sell	175,529 -11,497	-6%	-$570K	2.45%	13
2025 Q2	$9.28M	Buy	187,026 +91,764	+96%	+$4.55M	2.77%	10
2025 Q1	$4.74M	Buy	95,262 +65,757	+223%	+$3.26M	1.53%	31
2024 Q4	$1.46M	Buy	29,505 +2,801	+10%	+$139K	0.45%	49
2024 Q3	$1.33M	Buy	+26,704	New	+$1.33M	0.44%	45

Other funds holding XONE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Legacy CG's XONE Position: Q2 2026 in Review

Legacy CG reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 59% in Q2 2026, selling an estimated $702K and leaving 10,078 shares worth $498K. The position accounts for 0.13% of the portfolio, ranked #42.

Legacy CG first reported a position in XONE in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.28M in Q2 2025. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Legacy CG held 10,078 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $498K as of Q2 2026.
Legacy CG sold 14,219 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $702K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.13% of Legacy CG's portfolio in Q2 2026, its #42 holding.
Legacy CG first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Legacy CG's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $9.28M in Q2 2025.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.