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

Synergy Asset 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 		– Sell
-12,028
Closed -$438K – 330
2026
Q1 		$438K Buy
12,028
+2,144
+22% +$80.2K 0.05% 167
2025
Q4 		$376K Buy
+9,884
New +$379K 0.04% 150

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

Synergy Asset Management's XCCC Position: Q2 2026 in Review

Synergy Asset Management sold out of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) in Q2 2026, closing a stake of 12,028 shares — an estimated $438K sold.

Synergy Asset Management first reported a position in XCCC in Q4 2025 and held it in 2 quarters. The position peaked at $438K in Q1 2026. 44 funds tracked by Wall St. Rank hold XCCC as of Q2 2026.

  • Synergy Asset Management reported no remaining BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Asset Management sold 12,028 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $438K.
  • Synergy Asset Management first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Synergy Asset Management's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $438K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.