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BondBloxx Named a Finalist in Three Categories in the 2026 Wealth Management Industry Awards, “The Wealthies”

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BondBloxx (NYSE:PCMM), an ETF issuer focused on fixed income, was named a finalist in three categories for the 2026 Wealth Management Industry Awards, “The Wealthies.”

Recognitions include CEO of the Year, Thought Leader of the Year, and its tax-aware fixed income ETF platform, with about $7.9 billion AUM.

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News Market Reaction – PCMM

-0.17%
-0.17% Session close to close

In the Jun 30 session, PCMM declined 0.17%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights BondBloxx’s recognition across 3 award categories and firm-wide AUM of ...
Analysis

This announcement highlights BondBloxx’s recognition across 3 award categories and firm-wide AUM of $7.9 billion, reinforcing its fixed income ETF profile. Prior recognition news saw limited price impact; interest-rate dynamics remain an ongoing risk to monitor.

Key Figures

Assets under management: $7.9 billion Award categories: 3 categories Wealthies tenure: 12th year +2 more
5 metrics
Assets under management $7.9 billion BondBloxx firm-wide AUM across fixed income ETFs
Award categories 3 categories Finalist slots at 2026 Wealth Management Industry Awards
Wealthies tenure 12th year Number of years the Wealth Management Industry Awards have run
Awards ceremony date September 10 2026 Wealth Management Industry Awards ceremony in New York City
Finalists announcement date June 23, 2026 Date 2026 Wealth Management Industry Awards finalists were announced

Historical Context

2 past events · Latest: Feb 19 (Positive)
Pattern 2 events
Date Event Sentiment 24h Move Catalyst
Feb 19 Industry award win Positive +0.0% ETF named Newcomer Fixed Income ETF of the Year at industry awards.
Jan 20 Anniversary & growth Positive -0.1% One-year anniversary highlighting AUM growth, yield metrics, and volatility profile.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

PCMM has tended to show flat or negative price reactions following positive award and recognition news.

Key Terms

exchange traded fund, assets under management
2 terms
exchange traded fund financial
"BondBloxx Investment Management, the first exchange traded fund (ETF) issuer"
A pooled investment that trades on a stock exchange like a single share, giving investors instant exposure to a basket of assets such as stocks, bonds, or commodities. It matters because ETFs let investors buy or sell a diversified slice of the market quickly and usually at low cost — like buying a pre-built portfolio instead of picking individual stocks — which can lower risk and simplify trading strategies.
assets under management financial
"BondBloxx currently manages approximately $7.9 billion in assets under management"
Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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LARKSPUR, Calif., June 30, 2026 (GLOBE NEWSWIRE) -- BondBloxx Investment Management, the first exchange traded fund (ETF) issuer focused exclusively on fixed income, is today proudly sharing the news that the firm has been named a finalist in three categories in this year’s Wealth Management Industry Awards, known throughout asset and wealth management as “The Wealthies.” The categories are:

  • ASSET MANAGERS – Chief Executive Officer of the Year: Leland Clemons;
  • ASSET MANAGERS – Thought Leader of the Year: JoAnne Bianco, CFA; and
  • ASSET MANAGERS – ETFs: Tax-aware Fixed Income ETF Platform.

BondBloxx currently manages approximately $7.9 billion in assets under management1 across a wide range of fixed income ETFs, the scope of which reflects the firm’s experience and leadership in providing investors with access to diversified bond strategies.

“I am so proud of the entire BondBloxx team for the commitment, curiosity and enthusiasm we bring to our clients every day, because that is what that leads to recognition as finalists in these categories,” said Leland Clemons, Founder and CEO of BondBloxx Investment Management. “Since our inception, we have focused on building products and relationships grounded in innovation and integrity, and that is exactly what we will continue to do as we grow our business.”

BondBloxx is a past Wealthies award recipient, having been named Best Fixed Income Asset Manager at the 2025 Awards for its BondBloxx Private Credit CLO ETF (PCMM), a first-of-its-kind ETF designed to provide investors with transparent access to private credit markets. BondBloxx was also awarded the “Best Asset Manager: ETFs” at the 2024 Awards.

The Wealthies, now in their 12th year, are designed to recognize the organizations and individuals who are bringing new innovations to market and are making a difference in the daily activities of financial advisors. Winners of this year’s awards will be announced at a ceremony taking place in New York City on September 10th.

The Wealth Management Industry Awards finalists were announced on June 23, 2026 and cover the prior year. Awards information, including criteria and judges, is available at https://informaconnect.com/wealth-management-industry-awards/. No compensation was paid for consideration for these awards.

About BondBloxx

BondBloxx Investment Management Corporation (“BondBloxx”) is the first ETF issuer to focus solely on fixed income, offering a range of exposures spanning U.S. Treasuries, investment grade and high yield corporate bonds, emerging markets bonds, tax-aware strategies, and private credit. To learn more about BondBloxx’s fixed income-first mission, visit BondBloxxETF.com. BondBloxx is a registered investment adviser and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.

Media Contact

Chris Sullivan
Craft & Capital
chris@craftandcapital.com

Disclosures

Carefully consider each Fund’s investment objectives, risks, charges, and expenses before investing. This and other information can be found in each respective Fund’s prospectus or, if available, the summary prospectus, which may be obtained by visiting bondbloxxetf.com. Read the prospectus or summary prospectus carefully before investing.

There are risks associated with investing, including possible loss of principal. Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer’s ability to make such payments will cause the price of that bond to decline. Investing in mortgage- and asset backed securities involves interest rate, credit, valuation, extension and liquidity risks and the risk that payments on the underlying assets are delayed, prepaid, subordinated or defaulted on. Tax aware investment product risks include the possibility that the use of investment practices that seek to minimize tax consequences will lead to investment decisions that do not maximize the returns on an after-tax basis. Economic developments or unforeseeable investor redemptions may also reduce returns without any corresponding increase in tax efficiency. Private credit investments are generally illiquid and do not trade on public or established exchanges, though certain investment vehicles such as CLOs may offer exposure to these assets with secondary market trading. While these vehicles can provide more liquidity, the underlying private credit instruments may remain less liquid.

This is for informational purposes only and does not constitute advice, a recommendation, or an offer to sell or solicit any security or financial product. Inherent in any investment is the risk of loss.

BondBloxx ETFs are distributed by Foreside Fund Services, LLC.

1 Source: BondBloxx, as of June 29, 2026.


FAQ

What Wealth Management Industry Awards did BondBloxx (PCMM) become a finalist for in 2026?

BondBloxx was named a finalist in three 2026 Wealth Management Industry Awards categories. According to BondBloxx, these are CEO of the Year, Thought Leader of the Year, and ETFs: Tax-aware Fixed Income ETF Platform.

How much in assets under management does BondBloxx (PCMM) report in the 2026 Wealthies announcement?

BondBloxx reports managing approximately $7.9 billion in assets under management. According to BondBloxx, this AUM spans a wide range of fixed income ETFs that provide diversified bond strategies for investors.

What past Wealth Management Industry Awards has BondBloxx (PCMM) won before 2026?

BondBloxx previously won Best Fixed Income Asset Manager at the 2025 Wealth Management Industry Awards. According to BondBloxx, this was for its BondBloxx Private Credit CLO ETF (PCMM), and it also won “Best Asset Manager: ETFs” in 2024.

When will the 2026 Wealth Management Industry Awards winners, including BondBloxx (PCMM), be announced?

The 2026 Wealth Management Industry Awards winners will be announced on September 10, 2026. According to BondBloxx, the ceremony will take place in New York City and will honor achievements covering the prior year.

What is the BondBloxx Private Credit CLO ETF (PCMM) recognized for in prior Wealthies awards?

The BondBloxx Private Credit CLO ETF (PCMM) earned Best Fixed Income Asset Manager at the 2025 Wealthies. According to BondBloxx, this first-of-its-kind ETF aims to give investors transparent access to private credit markets.

What do the Wealth Management Industry Awards, known as The Wealthies, recognize?

The Wealth Management Industry Awards recognize organizations and individuals driving innovation in wealth management. According to BondBloxx, The Wealthies highlight those bringing new solutions to market and improving financial advisors’ daily work.