Carson Wealth (CWM LLC)
XCCC icon

Carson Wealth (CWM LLC)’s BondBloxx CCC-Rated USD High Yield Corporate Bond ETF XCCC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-62
Closed -$2K – 5814
2025
Q4 		$2K Sell
62
-6
-9% -$230 ﹤0.01% 5148
2025
Q3 		$3K Buy
+68
New +$2.64K ﹤0.01% 4956

Other funds holding XCCC

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
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XCCC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) in Q1 2026, closing a stake of 62 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in XCCC in Q3 2025 and held it in 2 quarters. The position peaked at $3K in Q3 2025. 45 funds tracked by Wall St. Rank hold XCCC as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 62 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $3K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.