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

Vontobel Holding’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	-10,000	Closed	-$364K	–	1552
2026 Q1	$364K	Sell	10,000 -10,000	-50%	-$374K	﹤0.01%	941
2025 Q4	$761K	Hold	20,000	–	–	﹤0.01%	845
2025 Q3	$785K	Buy	20,000 +4,000	+25%	+$155K	﹤0.01%	800
2025 Q2	$621K	Buy	16,000 +3,000	+23%	+$112K	﹤0.01%	832
2025 Q1	$492K	Buy	+13,000	New	+$507K	﹤0.01%	783
2023 Q4	–	Sell	-10,000	Closed	-$374K	–	1175
2023 Q3	$374K	Hold	10,000	–	–	﹤0.01%	841
2023 Q2	$377K	Hold	10,000	–	–	﹤0.01%	866
2023 Q1	$376K	Hold	10,000	–	–	﹤0.01%	837
2022 Q4	$363K	Buy	+10,000	New	+$371K	﹤0.01%	846

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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 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

Vontobel Holding's XCCC Position: Q2 2026 in Review

Vontobel Holding sold out of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) in Q2 2026, closing a stake of 10,000 shares — an estimated $364K sold.

Vontobel Holding first reported a position in XCCC in Q4 2022 and held it in 9 quarters. The position peaked at $785K in Q3 2025. 18 funds tracked by Wall St. Rank hold XCCC as of Q2 2026.

Vontobel Holding reported no remaining BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Vontobel Holding sold 10,000 BondBloxx CCC-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $364K.
Vontobel Holding first reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
Vontobel Holding's BondBloxx CCC-Rated USD High Yield Corporate Bond ETF position peaked at $785K in Q3 2025.
18 funds tracked by Wall St. Rank held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.