Stifel Financial
XCCC icon

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

Stifel 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
2026
Q2 		$395K Sell
10,816
-625
-5% -$23K ﹤0.01% 3123
2026
Q1 		$416K Buy
11,441
+449
+4% +$16.8K ﹤0.01% 2966
2025
Q4 		$418K Buy
10,992
+4,613
+72% +$177K ﹤0.01% 2958
2025
Q3 		$250K Buy
+6,379
New +$248K ﹤0.01% 3228

Other funds holding XCCC

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
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
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stifel Financial's XCCC Position: Q2 2026 in Review

Stifel Financial reduced its BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) stake by 5.5% in Q2 2026, selling an estimated $23K and leaving 10,816 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #3123.

Stifel Financial first reported a position in XCCC in Q3 2025 and has held it in 4 quarters since. The position peaked at $418K in Q4 2025. 44 funds tracked by Wall St. Rank hold XCCC as of Q2 2026.

  • Stifel Financial held 10,816 shares of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF worth $395K as of Q2 2026.
  • Stifel Financial sold 625 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $23K.
  • BondBloxx CCC-Rated USD High Yield Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3123 holding.
  • Stifel Financial first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Stifel Financial's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $418K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.