Legacy CG’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History

Legacy CG’s Portfolio XTWO Stock Details XTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.48M	Sell	192,218 -27,483	-13%	-$1.36M	2.63%	12
2025 Q4	$10.9M	Buy	219,701 +32,513	+17%	+$1.61M	3.04%	10
2025 Q3	$9.28M	Buy	187,188 +6,576	+4%	+$325K	2.61%	11
2025 Q2	$8.95M	Sell	180,612 -4,003	-2%	-$198K	2.67%	11
2025 Q1	$9.13M	Buy	184,615 +7,610	+4%	+$374K	2.95%	10
2024 Q4	$8.69M	Buy	177,005 +35,936	+25%	+$1.77M	2.66%	11
2024 Q3	$7.04M	Buy	141,069 +5,647	+4%	+$279K	2.3%	12
2024 Q2	$6.63M	Buy	+135,422	New	+$6.61M	2.26%	16

Other funds holding XTWO

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

NRG

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

SFB

STAR Financial Bank Fort Wayne, Indiana $212M AUM 13.27% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $146M AUM

SSWM

Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return

Legacy CG's XTWO Position: Q1 2026 in Review

Legacy CG reduced its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 13% in Q1 2026, selling an estimated $1.36M and leaving 192,218 shares worth $9.48M. The position accounts for 2.63% of the portfolio, ranked #12.

Legacy CG first reported a position in XTWO in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.9M in Q4 2025. 36 funds tracked by Wall St. Rank hold XTWO as of Q1 2026.

Legacy CG held 192,218 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $9.48M as of Q1 2026.
Legacy CG sold 27,483 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.36M.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 2.63% of Legacy CG's portfolio in Q1 2026, its #12 holding.
Legacy CG first reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in Q2 2024 and has held it in 8 quarters since.
Legacy CG's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $10.9M in Q4 2025.
36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q1 2026.

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