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

Simplicity Wealth’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	$2.39M	Sell	65,489 -11,015	-14%	-$405K	0.08%	236
2026 Q1	$2.78M	Sell	76,504 -792	-1%	-$29.6K	0.16%	136
2025 Q4	$2.94M	Buy	77,296 +14,501	+23%	+$556K	0.18%	128
2025 Q3	$2.46M	Buy	+62,795	New	+$2.44M	0.14%	158
2025 Q2	–	Sell	-100,232	Closed	-$3.79M	–	672
2025 Q1	$3.79M	Buy	+100,232	New	+$3.91M	0.29%	76

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

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

VFG

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

Simplicity Wealth's XCCC Position: Q2 2026 in Review

Simplicity Wealth reduced its BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) stake by 14% in Q2 2026, selling an estimated $405K and leaving 65,489 shares worth $2.39M. The position accounts for 0.08% of the portfolio, ranked #236.

Simplicity Wealth first reported a position in XCCC in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.79M in Q1 2025. 18 funds tracked by Wall St. Rank hold XCCC as of Q2 2026.

Simplicity Wealth held 65,489 shares of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF worth $2.39M as of Q2 2026.
Simplicity Wealth sold 11,015 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $405K.
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF made up 0.08% of Simplicity Wealth's portfolio in Q2 2026, its #236 holding.
Simplicity Wealth first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Simplicity Wealth's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $3.79M in Q1 2025.
18 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.