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 Q3	$2.39M	Buy	70,216 +4,727	+7%	+$168K	0.07%	259
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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Markowski Investments Tampa, Florida $448M AUM

Simplicity Wealth's XCCC Position: Q3 2026 in Review

Simplicity Wealth increased its BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) stake by 7.2% in Q3 2026, buying an estimated $168K and bringing the position to 70,216 shares worth $2.39M. The position accounts for 0.07% of the portfolio, ranked #259.

Simplicity Wealth first reported a position in XCCC in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.79M in Q1 2025. 20 funds tracked by Wall St. Rank hold XCCC as of Q3 2026.

Simplicity Wealth held 70,216 shares of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF worth $2.39M as of Q3 2026.
Simplicity Wealth bought 4,727 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $168K.
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF made up 0.07% of Simplicity Wealth's portfolio in Q3 2026, its #259 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 6 quarters since.
Simplicity Wealth's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $3.79M in Q1 2025.
20 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.