CGN Advisors’s BondBloxx BB-Rated USD High Yield Corporate Bond ETF XBB Stock Holding History

CGN Advisors’s Portfolio XBB Stock Details XBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$704K	Buy	17,811 +3,277	+23%	+$133K	0.05%	203
2026 Q2	$596K	Buy	14,534 +885	+6%	+$36.2K	0.04%	216
2026 Q1	$555K	Sell	13,649 -4,219	-24%	-$173K	0.04%	217
2025 Q4	$735K	Buy	17,868 +604	+3%	+$24.9K	0.06%	205
2025 Q3	$714K	Sell	17,264 -1,280	-7%	-$52.5K	0.06%	196
2025 Q2	$764K	Buy	18,544 +478	+3%	+$19.2K	0.07%	184
2025 Q1	$730K	Sell	18,066 -74	-0.4%	-$2.99K	0.07%	188
2024 Q4	$726K	Buy	18,140 +1,761	+11%	+$71.4K	0.07%	187
2024 Q3	$673K	Sell	16,379 -391	-2%	-$15.8K	0.07%	187
2024 Q2	$668K	Buy	+16,770	New	+$668K	0.08%	180

Other funds holding XBB

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

CGN Advisors's XBB Position: Q3 2026 in Review

CGN Advisors increased its BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) stake by 23% in Q3 2026, buying an estimated $133K and bringing the position to 17,811 shares worth $704K. The position accounts for 0.05% of the portfolio, ranked #203.

CGN Advisors first reported a position in XBB in Q2 2024 and has held it in 10 quarters since. The position peaked at $764K in Q2 2025. 20 funds tracked by Wall St. Rank hold XBB as of Q3 2026.

CGN Advisors held 17,811 shares of BondBloxx BB-Rated USD High Yield Corporate Bond ETF worth $704K as of Q3 2026.
CGN Advisors bought 3,277 BondBloxx BB-Rated USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $133K.
BondBloxx BB-Rated USD High Yield Corporate Bond ETF made up 0.05% of CGN Advisors's portfolio in Q3 2026, its #203 holding.
CGN Advisors first reported a position in BondBloxx BB-Rated USD High Yield Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
CGN Advisors's BondBloxx BB-Rated USD High Yield Corporate Bond ETF position peaked at $764K in Q2 2025.
20 funds tracked by Wall St. Rank held BondBloxx BB-Rated USD High Yield Corporate Bond ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.