LPL Financial
XCCC icon

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

LPL Financial’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
Q2 		– Sell
-44,282
Closed -$1.68M – 5703
2025
Q1 		$1.68M Buy
44,282
+5,578
+14% +$218K ﹤0.01% 3112
2024
Q4 		$1.52M Buy
+38,704
New +$1.53M ﹤0.01% 3139

Other funds holding XCCC

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
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
SSWM
Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
FW
FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return

LPL Financial's XCCC Position: Q2 2025 in Review

LPL Financial sold out of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) in Q2 2025, closing a stake of 44,282 shares — an estimated $1.68M sold.

LPL Financial first reported a position in XCCC in Q4 2024 and held it in 2 quarters. The position peaked at $1.68M in Q1 2025. 31 funds tracked by Wall St. Rank hold XCCC as of Q2 2025.

  • LPL Financial reported no remaining BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 44,282 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $1.68M.
  • LPL Financial first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • LPL Financial's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $1.68M in Q1 2025.
  • 31 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.