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Crescent Grove Advisors’s BondBloxx CCC-Rated USD High Yield Corporate Bond ETF XCCC Stock Holding History

Crescent Grove Advisors’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
Q1 		– Sell
-8,745
Closed -$341K – 308
2023
Q4 		$341K Buy
+8,745
New +$324K 0.04% 217

Other funds holding XCCC

AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Crescent Grove Advisors's XCCC Position: Q1 2024 in Review

Crescent Grove Advisors sold out of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) in Q1 2024, closing a stake of 8,745 shares — an estimated $341K sold.

Crescent Grove Advisors first reported a position in XCCC in Q4 2023 and held it in 1 quarter. The position peaked at $341K in Q4 2023. 14 funds tracked by Wall St. Rank hold XCCC as of Q1 2024.

  • Crescent Grove Advisors reported no remaining BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Crescent Grove Advisors sold 8,745 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $341K.
  • Crescent Grove Advisors first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Crescent Grove Advisors's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $341K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q1 2024.

Based on Crescent Grove Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.