LRWM
PCMM

Lord & Richards Wealth Management’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Lord & Richards Wealth Management’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
Q1 		$2.28M Sell
46,436
-514
-1% -$25.7K 2% 13
2025
Q4 		$2.35M Buy
46,950
+3,277
+8% +$165K 2.02% 13
2025
Q3 		$2.21M Buy
+43,673
New +$2.21M 2.02% 12

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
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
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
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Lord & Richards Wealth Management's PCMM Position: Q1 2026 in Review

Lord & Richards Wealth Management reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 1.1% in Q1 2026, selling an estimated $25.7K and leaving 46,436 shares worth $2.28M. The position accounts for 2% of the portfolio, ranked #13.

Lord & Richards Wealth Management first reported a position in PCMM in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.35M in Q4 2025. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Lord & Richards Wealth Management held 46,436 shares of BondBloxx Private Credit CLO ETF worth $2.28M as of Q1 2026.
  • Lord & Richards Wealth Management sold 514 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $25.7K.
  • BondBloxx Private Credit CLO ETF made up 2% of Lord & Richards Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Lord & Richards Wealth Management first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 3 quarters since.
  • Lord & Richards Wealth Management's BondBloxx Private Credit CLO ETF position peaked at $2.35M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.