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

Integrated Wealth Concepts’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 		$71.2K Buy
+1,947
New +$71.5K ﹤0.01% 3092
2025
Q4 		– Sell
-5,241
Closed -$206K – 2050
2025
Q3 		$206K Buy
+5,241
New +$204K ﹤0.01% 1842

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

Integrated Wealth Concepts's XCCC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) in Q2 2026: 1,947 shares worth $71.2K. The stake represents ﹤0.01% of the portfolio and ranks #3092 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in XCCC as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in XCCC in Q3 2025 and has held it in 2 quarters since. The position peaked at $206K in Q3 2025. 44 funds tracked by Wall St. Rank hold XCCC as of Q2 2026.

  • Integrated Wealth Concepts held 1,947 shares of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF worth $71.2K as of Q2 2026.
  • BondBloxx CCC-Rated USD High Yield Corporate Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • BondBloxx CCC-Rated USD High Yield Corporate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3092 holding.
  • Integrated Wealth Concepts first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $206K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.