IWN
PCMM

Independent Wealth Network’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Independent Wealth Network’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
2025
Q4 		– Sell
-8,930
Closed -$452K – 305
2025
Q3 		$452K Sell
8,930
-3,030
-25% -$153K 0.15% 162
2025
Q2 		$603K Buy
+11,960
New +$604K 0.22% 117

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Independent Wealth Network's PCMM Position: Q4 2025 in Review

Independent Wealth Network sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q4 2025, closing a stake of 8,930 shares — an estimated $452K sold.

Independent Wealth Network first reported a position in PCMM in Q2 2025 and held it in 2 quarters. The position peaked at $603K in Q2 2025. 66 funds tracked by Wall St. Rank hold PCMM as of Q4 2025.

  • Independent Wealth Network reported no remaining BondBloxx Private Credit CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Independent Wealth Network sold 8,930 BondBloxx Private Credit CLO ETF shares in Q4 2025, an estimated $452K.
  • Independent Wealth Network first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and held it in 2 quarters.
  • Independent Wealth Network's BondBloxx Private Credit CLO ETF position peaked at $603K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q4 2025.

Based on Independent Wealth Network's 13F filing for Q4 2025, filed 26 Jan 2026.