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

Cedar 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
2024 Q4	–	Sell	-58,829	Closed	-$2.34M	–	262
2024 Q3	$2.34M	Buy	58,829 +34,479	+142%	+$1.32M	0.73%	21
2024 Q2	$910K	Buy	24,350 +13,100	+116%	+$494K	0.3%	47
2024 Q1	$439K	Buy	+11,250	New	+$433K	0.14%	78

Other funds holding XCCC

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return

SSWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cedar Wealth Management's XCCC Position: Q4 2024 in Review

Cedar Wealth Management sold out of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) in Q4 2024, closing a stake of 58,829 shares — an estimated $2.34M sold.

Cedar Wealth Management first reported a position in XCCC in Q1 2024 and held it in 3 quarters. The position peaked at $2.34M in Q3 2024. 22 funds tracked by Wall St. Rank hold XCCC as of Q4 2024.

Cedar Wealth Management reported no remaining BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 58,829 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $2.34M.
Cedar Wealth Management first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
Cedar Wealth Management's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $2.34M in Q3 2024.
22 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.