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Larson Financial Group’s BondBloxx CCC-Rated USD High Yield Corporate Bond ETF XCCC Stock Holding History

Larson Financial Group’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 		– Sell
-400
Closed -$15.5K – 3671
2025
Q2 		$15.5K Buy
+400
New +$15K ﹤0.01% 1603

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 $2.23B AUM 11.22% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return

Larson Financial Group's XCCC Position: Q3 2025 in Review

Larson Financial Group sold out of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) in Q3 2025, closing a stake of 400 shares — an estimated $15.5K sold.

Larson Financial Group first reported a position in XCCC in Q2 2025 and held it in 1 quarter. The position peaked at $15.5K in Q2 2025. 37 funds tracked by Wall St. Rank hold XCCC as of Q3 2025.

  • Larson Financial Group reported no remaining BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 400 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q3 2025, an estimated $15.5K.
  • Larson Financial Group first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Larson Financial Group's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $15.5K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.