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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
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 $2.88B AUM 15.75% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Integrated Wealth Concepts's XCCC Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) in Q4 2025, closing a stake of 5,241 shares — an estimated $206K sold.

Integrated Wealth Concepts first reported a position in XCCC in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 42 funds tracked by Wall St. Rank hold XCCC as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 5,241 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $206K.
  • Integrated Wealth Concepts first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $206K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.