CWM
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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 $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
FW
FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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.