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FullCircle Wealth’s BondBloxx CCC-Rated USD High Yield Corporate Bond ETF XCCC Stock Holding History

FullCircle Wealth’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
2025
Q3 		$1.11M Buy
29,225
+290
+1% +$11.3K 0.39% 81
2025
Q2 		$1.11M Buy
28,935
+585
+2% +$21.9K 0.42% 80
2025
Q1 		$1.07M Sell
28,350
-14,838
-34% -$579K 0.44% 77
2024
Q4 		$1.7M Buy
43,188
+28,720
+199% +$1.13M 0.69% 42
2024
Q3 		$573K Buy
+14,468
New +$554K 0.26% 119

Other funds holding XCCC

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return

FullCircle Wealth's XCCC Position: Q3 2025 in Review

FullCircle Wealth increased its BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) stake by 1% in Q3 2025, buying an estimated $11.3K and bringing the position to 29,225 shares worth $1.11M. The position accounts for 0.39% of the portfolio, ranked #81.

FullCircle Wealth first reported a position in XCCC in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.7M in Q4 2024. 37 funds tracked by Wall St. Rank hold XCCC as of Q3 2025.

  • FullCircle Wealth held 29,225 shares of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF worth $1.11M as of Q3 2025.
  • FullCircle Wealth bought 290 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q3 2025, an estimated $11.3K.
  • BondBloxx CCC-Rated USD High Yield Corporate Bond ETF made up 0.39% of FullCircle Wealth's portfolio in Q3 2025, its #81 holding.
  • FullCircle Wealth first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • FullCircle Wealth's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $1.7M in Q4 2024.
  • 37 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.