CBT
PCMM

Crews Bank & Trust’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Crews Bank & Trust’s Portfolio PCMM Stock Details PCMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.9K Hold
800
– – 0.01% 407
2026
Q1 		$39.3K Hold
800
– – 0.01% 401
2025
Q4 		$40.1K Hold
800
– – 0.01% 385
2025
Q3 		$40.5K Hold
800
– – 0.01% 390
2025
Q2 		$40.3K Buy
+800
New +$40.4K 0.01% 379

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Crews Bank & Trust's PCMM Position: Q2 2026 in Review

Crews Bank & Trust held its BondBloxx Private Credit CLO ETF (PCMM) position steady in Q2 2026 at 800 shares worth $39.9K. The position accounts for 0.01% of the portfolio, ranked #407.

Crews Bank & Trust first reported a position in PCMM in Q2 2025 and has held it in 5 quarters since. The position peaked at $40.5K in Q3 2025. 11 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Crews Bank & Trust held 800 shares of BondBloxx Private Credit CLO ETF worth $39.9K as of Q2 2026.
  • Crews Bank & Trust left its BondBloxx Private Credit CLO ETF share count unchanged in Q2 2026.
  • BondBloxx Private Credit CLO ETF made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #407 holding.
  • Crews Bank & Trust first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • Crews Bank & Trust's BondBloxx Private Credit CLO ETF position peaked at $40.5K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.