Legacy Capital Group California, Inc.
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1977092
LOS GATOS, CA
Position in XONE
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$207,835
-$41,623 QoQ
Shares Held
4,197
-16.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XONE Over Time
Shares Held
Position Value (USD)
All Filings in XONE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,835 | 4,197 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $249,458 | 5,036 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $285,942 | 5,758 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $285,819 | 5,759 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,105,461 | 62,459 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,872,958 | 37,807 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||