Partners Wealth Management’s BondBloxx CCC-Rated USD High Yield Corporate Bond ETF XCCC Stock Holding History

Partners Wealth Management’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	$1.01M	Buy	27,667 +990	+4%	+$36.4K	0.99%	27
2026 Q1	$971K	Sell	26,677 -128	-0.5%	-$4.79K	1%	26
2025 Q4	$1.02M	Buy	26,805 +2,937	+12%	+$113K	1.06%	24
2025 Q3	$937K	Sell	23,868 -1,753	-7%	-$68.1K	0.92%	30
2025 Q2	$966K	Hold	25,621	–	–	1.1%	27
2025 Q1	$969K	Buy	25,621 +1,232	+5%	+$48.1K	1.1%	26
2024 Q4	$955K	Buy	+24,389	New	+$963K	1.09%	27

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

HAS

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

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Partners Wealth Management's XCCC Position: Q2 2026 in Review

Partners Wealth Management increased its BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) stake by 3.7% in Q2 2026, buying an estimated $36.4K and bringing the position to 27,667 shares worth $1.01M. The position accounts for 0.99% of the portfolio, ranked #27.

Partners Wealth Management first reported a position in XCCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2025. 18 funds tracked by Wall St. Rank hold XCCC as of Q2 2026.

Partners Wealth Management held 27,667 shares of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF worth $1.01M as of Q2 2026.
Partners Wealth Management bought 990 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $36.4K.
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF made up 0.99% of Partners Wealth Management's portfolio in Q2 2026, its #27 holding.
Partners Wealth Management first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $1.02M in Q4 2025.
18 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.