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 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

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 $25.9B AUM 26.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

SSWM

Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Synergy Asset Management's XCCC Position: Q1 2026 in Review

Synergy Asset Management increased its BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) stake by 22% in Q1 2026, buying an estimated $80.2K and bringing the position to 12,028 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #167.

Synergy Asset Management first reported a position in XCCC in Q4 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold XCCC as of Q1 2026.

Synergy Asset Management held 12,028 shares of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF worth $438K as of Q1 2026.
Synergy Asset Management bought 2,144 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $80.2K.
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF made up 0.05% of Synergy Asset Management's portfolio in Q1 2026, its #167 holding.
Synergy Asset Management first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
45 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.