Number of Shares
5,759.00
Current Holdings Value*
$285,820.00
% of Portfolio
0.08%
Total Estimate Gain
$-3,542.45
% of Total Estimate Gain
-0.11%

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

As of 2025-06-30, Legacy Capital Group California, Inc. held 5,759.00 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF(XONE), totaling $285,820.00. This investment constitutes 0.08% of their stock portfolio, and Legacy Capital Group California, Inc. now holds 0.05% of the outstanding BondBloxx Bloomberg One Year Target Duration US Treasury ETF(XONE) stock.

The initial trade took place in 2024Q4. And since then Legacy Capital Group California, Inc. has made 2 purchases of XONE, at an average price of $49.62, for a total of 62,459.00 shares. In addition, there have been 1 sales at an average price of $49.57 for 56,700.00 shares. Based on historical transaction data and XONE's current price of $49.52, Legacy Capital Group California, Inc.'s estimated gain on his XONE holdings is $-3,542.45, reflecting a -0.11% gain to date.

Legacy Capital Group California, Inc. XONE ($49.52) Holding Chart

Legacy Capital Group California, Inc. XONE ($49.52) 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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