XCCC — BONDBLOXX ETF TRUST

Ownership history in Simplicity Wealth,LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC 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.

Peak position
0.29% (2025 Q1)
Avg. % of fund
0.2%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 77,296 +14,501 +23.1% 0.18% $2.9M $37.51
2025 Q3 REDUCED 62,795 -37,437 -37.4% 0.14% $2.5M $37.52
2025 Q1 INITIATED 100,232 — — 0.29% $3.8M $34.33
% of Fund (quarterly)    XCCC price (monthly, adj. close)

Other funds also holding XCCC

As of 2025 Q4 — sorted by position size

Adams Wealth Management 3Y 1.66% Strait & Sound Wealth Management LLC 3Y 1.51% CacheTech Inc. 1.49% Stadion Money Management, LLC 3Y 7Y 0.49% Sound Income Strategies, LLC 3Y 7Y 0.28% Kensington Asset Management, LLC 0.21% HBW ADVISORY SERVICES LLC 3Y 0.15% Brookstone Capital Management 3Y 7Y 0.06% Municipal Employees' Retirement System of Michigan 3Y 7Y 0.05% Coppell Advisory Solutions LLC 3Y 0.05%
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