Ownership history in Adams Wealth Management · 8 quarters on record
This page tracks every 13F SEC filing in which Adams Wealth Management reported a position in BONDBLOXX ETF TRUST (XCCC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 204,083 | +8,736 | +4.5% | 1.66% | $7.8M | $37.51 |
| 2025 Q3 | REDUCED | 195,347 | -33,978 | -14.8% | 1.64% | $7.7M | $37.52 |
| 2025 Q2 | REDUCED | 229,325 | -9,297 | -3.9% | 1.69% | $8.9M | $36.17 |
| 2025 Q1 | REDUCED | 238,622 | -14,528 | -5.7% | 1.77% | $9.0M | $34.33 |
| 2024 Q4 | ADDED | 253,150 | +39,793 | +18.7% | 1.90% | $9.9M | $34.97 |
| 2024 Q3 | ADDED | 213,357 | +15,641 | +7.9% | 1.82% | $8.5M | $34.36 |
| 2024 Q2 | ADDED | 197,716 | +12,708 | +6.9% | 1.70% | $7.4M | $31.42 |
| 2024 Q1 | INITIATED | 185,008 | — | — | 1.76% | $7.2M | — |
As of 2025 Q4 — sorted by position size