Adams Wealth Management’s BondBloxx CCC-Rated USD High Yield Corporate Bond ETF XCCC Stock Holding History

Adams Wealth Management’s Portfolio XCCC Stock Details XCCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.33M	Buy	227,771 +11,265	+5%	+$414K	1.59%	18
2026 Q1	$7.88M	Buy	216,506 +12,423	+6%	+$464K	1.73%	17
2025 Q4	$7.76M	Buy	204,083 +8,736	+4%	+$335K	1.66%	17
2025 Q3	$7.67M	Sell	195,347 -33,978	-15%	-$1.32M	1.64%	16
2025 Q2	$8.9M	Sell	229,325 -9,297	-4%	-$348K	1.69%	12
2025 Q1	$9.03M	Sell	238,622 -14,528	-6%	-$567K	1.77%	15
2024 Q4	$9.91M	Buy	253,150 +39,793	+19%	+$1.57M	1.9%	12
2024 Q3	$8.49M	Buy	213,357 +15,641	+8%	+$598K	1.82%	15
2024 Q2	$7.39M	Buy	197,716 +12,708	+7%	+$480K	1.7%	17
2024 Q1	$7.21M	Buy	+185,008	New	+$7.12M	1.76%	16

Other funds holding XCCC

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

SSWM

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Adams Wealth Management's XCCC Position: Q2 2026 in Review

Adams Wealth Management increased its BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) stake by 5.2% in Q2 2026, buying an estimated $414K and bringing the position to 227,771 shares worth $8.33M. The position accounts for 1.59% of the portfolio, ranked #18.

Adams Wealth Management first reported a position in XCCC in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.91M in Q4 2024. 43 funds tracked by Wall St. Rank hold XCCC as of Q2 2026.

Adams Wealth Management held 227,771 shares of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF worth $8.33M as of Q2 2026.
Adams Wealth Management bought 11,265 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $414K.
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF made up 1.59% of Adams Wealth Management's portfolio in Q2 2026, its #18 holding.
Adams Wealth Management first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Adams Wealth Management's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $9.91M in Q4 2024.
43 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.