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

LGT Financial Advisors’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	–	Sell	-117	Closed	-$4.25K	–	263
2026 Q1	$4.25K	Buy	117 +3	+3%	+$112	0.02%	208
2025 Q4	$4.34K	Sell	114 -39	-25%	-$1.5K	0.03%	213
2025 Q3	$6.01K	Buy	153 +19	+14%	+$738	0.01%	289
2025 Q2	$5.19K	Buy	134 +35	+35%	+$1.31K	0.01%	293
2025 Q1	$3.76K	Buy	99 +18	+22%	+$702	0.01%	246
2024 Q4	$3.16K	Buy	81 +27	+50%	+$1.07K	0.01%	624
2024 Q3	$2.17K	Buy	+54	New	+$2.07K	0.01%	657

Other funds holding XCCC

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 Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PWM

Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

LGT Financial Advisors's XCCC Position: Q2 2026 in Review

LGT Financial Advisors sold out of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) in Q2 2026, closing a stake of 117 shares — an estimated $4.25K sold.

LGT Financial Advisors first reported a position in XCCC in Q3 2024 and held it in 7 quarters. The position peaked at $6.01K in Q3 2025. 18 funds tracked by Wall St. Rank hold XCCC as of Q2 2026.

LGT Financial Advisors reported no remaining BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
LGT Financial Advisors sold 117 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.25K.
LGT Financial Advisors first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q3 2024 and held it in 7 quarters.
LGT Financial Advisors's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $6.01K in Q3 2025.
18 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.