Envestnet Asset Management
XCCC icon

Envestnet Asset Management’s BondBloxx CCC-Rated USD High Yield Corporate Bond ETF XCCC Stock Holding History

Envestnet Asset 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 		$2.9M Sell
79,368
-40,855
-34% -$1.5M ﹤0.01% 2876
2026
Q1 		$4.38M Buy
120,223
+37,943
+46% +$1.42M ﹤0.01% 2406
2025
Q4 		$3.13M Buy
+82,280
New +$3.16M ﹤0.01% 2511

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

Envestnet Asset Management's XCCC Position: Q2 2026 in Review

Envestnet Asset Management reduced its BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) stake by 34% in Q2 2026, selling an estimated $1.5M and leaving 79,368 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2876.

Envestnet Asset Management first reported a position in XCCC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.38M in Q1 2026. 44 funds tracked by Wall St. Rank hold XCCC as of Q2 2026.

  • Envestnet Asset Management held 79,368 shares of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF worth $2.9M as of Q2 2026.
  • Envestnet Asset Management sold 40,855 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.5M.
  • BondBloxx CCC-Rated USD High Yield Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2876 holding.
  • Envestnet Asset Management first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Envestnet Asset Management's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $4.38M in Q1 2026.
  • 44 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.