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 Q2	$7.92M	Sell	161,849 -30,369	-16%	-$1.49M	2.03%	18
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

NRG

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

SFB

STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return

SSWM

Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

Legacy CG's XTWO Position: Q2 2026 in Review

Legacy CG reduced its BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) stake by 16% in Q2 2026, selling an estimated $1.49M and leaving 161,849 shares worth $7.92M. The position accounts for 2.03% of the portfolio, ranked #18.

Legacy CG first reported a position in XTWO in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.9M in Q4 2025. 46 funds tracked by Wall St. Rank hold XTWO as of Q2 2026.

Legacy CG held 161,849 shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF worth $7.92M as of Q2 2026.
Legacy CG sold 30,369 BondBloxx Bloomberg Two Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.49M.
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF made up 2.03% of Legacy CG's portfolio in Q2 2026, its #18 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 9 quarters since.
Legacy CG's BondBloxx Bloomberg Two Year Target Duration US Treasury ETF position peaked at $10.9M in Q4 2025.
46 funds tracked by Wall St. Rank held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF as of Q2 2026.

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