HI
PCMM icon

Harbour Investments’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Harbour Investments’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 		$102K Sell
2,049
-2,057
-50% -$102K ﹤0.01% 1994
2026
Q1 		$202K Sell
4,106
-696
-14% -$34.8K ﹤0.01% 1533
2025
Q4 		$241K Sell
4,802
-494
-9% -$24.8K ﹤0.01% 1193
2025
Q3 		$268K Buy
+5,296
New +$268K 0.01% 1115

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Harbour Investments's PCMM Position: Q2 2026 in Review

Harbour Investments reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 50% in Q2 2026, selling an estimated $102K and leaving 2,049 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Harbour Investments first reported a position in PCMM in Q3 2025 and has held it in 4 quarters since. The position peaked at $268K in Q3 2025. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Harbour Investments held 2,049 shares of BondBloxx Private Credit CLO ETF worth $102K as of Q2 2026.
  • Harbour Investments sold 2,057 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $102K.
  • BondBloxx Private Credit CLO ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1994 holding.
  • Harbour Investments first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • Harbour Investments's BondBloxx Private Credit CLO ETF position peaked at $268K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.