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 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 $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

AFS

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

BWS

Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Legacy CG's XONE Position: Q1 2026 in Review

Legacy CG reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 71% in Q1 2026, selling an estimated $2.97M and leaving 24,297 shares worth $1.2M. The position accounts for 0.33% of the portfolio, ranked #40.

Legacy CG first reported a position in XONE in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.28M in Q2 2025. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

Legacy CG held 24,297 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $1.2M as of Q1 2026.
Legacy CG sold 60,026 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $2.97M.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.33% of Legacy CG's portfolio in Q1 2026, its #40 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 7 quarters since.
Legacy CG's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $9.28M in Q2 2025.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Legacy CG's 13F filing for Q1 2026, filed 5 May 2026.