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 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

MERSOM

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Toews Corporation Northfield, New Jersey $686M AUM 6.66% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGN Advisors's XBB Position: Q2 2026 in Review

CGN Advisors increased its BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) stake by 6.5% in Q2 2026, buying an estimated $36.2K and bringing the position to 14,534 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #216.

CGN Advisors first reported a position in XBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $764K in Q2 2025. 21 funds tracked by Wall St. Rank hold XBB as of Q2 2026.

CGN Advisors held 14,534 shares of BondBloxx BB-Rated USD High Yield Corporate Bond ETF worth $596K as of Q2 2026.
CGN Advisors bought 885 BondBloxx BB-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $36.2K.
BondBloxx BB-Rated USD High Yield Corporate Bond ETF made up 0.04% of CGN Advisors's portfolio in Q2 2026, its #216 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 9 quarters since.
CGN Advisors's BondBloxx BB-Rated USD High Yield Corporate Bond ETF position peaked at $764K in Q2 2025.
21 funds tracked by Wall St. Rank held BondBloxx BB-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.