Number of Shares
61,968.00
Current Holdings Value*
$3.12 Mil
% of Portfolio
0.86%
Total Estimate Gain
$1,239.36
% of Total Estimate Gain
0.04%

Legacy Capital Group California, Inc.'s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF Holding Summary

As of 2025-06-30, Legacy Capital Group California, Inc. held 61,968.00 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF(XHLF), totaling $3.12 Mil. This investment constitutes 0.86% of their stock portfolio, and Legacy Capital Group California, Inc. now holds 0.18% of the outstanding BondBloxx Bloomberg Six Month Target Duration US Treasury ETF(XHLF) stock.

The initial trade took place in 2025Q2. And since then Legacy Capital Group California, Inc. has made 1 purchases of XHLF, at an average price of $50.26, for a total of 61,968.00 shares. Based on historical transaction data and XHLF's current price of $50.28, Legacy Capital Group California, Inc.'s estimated gain on his XHLF holdings is $1,239.36, reflecting a 0.04% gain to date.

Legacy Capital Group California, Inc. XHLF ($50.28) Holding Chart

Legacy Capital Group California, Inc. XHLF ($50.28) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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