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

Clearstead 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
2024
Q1 		– Sell
-1,255
Closed -$50.3K – 1638
2023
Q4 		$50.3K Buy
+1,255
New +$48.6K ﹤0.01% 735

Other funds holding XBB

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearstead Advisors's XBB Position: Q1 2024 in Review

Clearstead Advisors sold out of BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) in Q1 2024, closing a stake of 1,255 shares — an estimated $50.3K sold.

Clearstead Advisors first reported a position in XBB in Q4 2023 and held it in 1 quarter. The position peaked at $50.3K in Q4 2023. 9 funds tracked by Wall St. Rank hold XBB as of Q1 2024.

  • Clearstead Advisors reported no remaining BondBloxx BB-Rated USD High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Clearstead Advisors sold 1,255 BondBloxx BB-Rated USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $50.3K.
  • Clearstead Advisors first reported a position in BondBloxx BB-Rated USD High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Clearstead Advisors's BondBloxx BB-Rated USD High Yield Corporate Bond ETF position peaked at $50.3K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held BondBloxx BB-Rated USD High Yield Corporate Bond ETF as of Q1 2024.

Based on Clearstead Advisors's 13F filing for Q1 2024, filed 14 May 2024.