CFM
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Compass Financial Management’s BondBloxx CCC-Rated USD High Yield Corporate Bond ETF XCCC Stock Holding History

Compass Financial 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
2026
Q2 		$165K Buy
+4,569
New +$168K 0.02% 458

Other funds holding XCCC

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Compass Financial Management's XCCC Position: Q2 2026 in Review

Compass Financial Management opened a new position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) in Q2 2026: 4,569 shares worth $165K. The stake represents 0.02% of the portfolio and ranks #458 among its holdings.

43 funds tracked by Wall St. Rank hold XCCC as of Q2 2026.

  • Compass Financial Management held 4,569 shares of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF worth $165K as of Q2 2026.
  • BondBloxx CCC-Rated USD High Yield Corporate Bond ETF was a new Compass Financial Management position in Q2 2026.
  • BondBloxx CCC-Rated USD High Yield Corporate Bond ETF made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #458 holding.
  • 43 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.