Latest Period
Q1 2026
Security Snapshot
BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) Institutional Ownership
CUSIP: 09789C721
13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026
Institutions Reporting
54
Shares (Excl. Options)
3,584,963
Price
$50.56
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- Security type / class
- Equity / IR M TAXAWARE
- Symbol
- TAXX
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 3,584,963
- Total 13F value
- $181,240,156
- Portfolio coverage rank
- 0%
- Share change
- +485,458
- Value change
- +$24,723,785
- Number of holders
- 54
- SEC-reported price per share
- $50.72
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- TAXX - BONDBLOXX ETF TRUST - IR M TAXAWARE is tracked under CUSIP 09789C721.
- 54 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 40 to 54 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $157,213,100 to $181,240,156.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 54 institutions filings for Q1 2026.
Security key
09789C721
Latest holder period
Q1 2026
13F holders
54
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 09789C721:
As of 31 Mar 2026, 54 institutional investors reported holding 3,584,963 shares of BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q1 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 3,584,963 | $181,240,156 | +$24,723,785 | $50.56 | 54 |
| 2025 Q4 | 3,099,505 | $157,213,100 | +$51,574,753 | $50.72 | 40 |
| 2025 Q3 | 1,494,424 | $76,182,324 | +$11,463,602 | $50.98 | 33 |
| 2025 Q2 | 1,863,307 | $95,117,292 | +$6,902,263 | $51.05 | 32 |
| 2025 Q1 | 1,739,087 | $87,938,044 | +$12,427,673 | $50.57 | 26 |
| 2024 Q4 | 1,465,855 | $73,848,208 | +$32,347,793 | $50.37 | 22 |
| 2024 Q3 | 823,843 | $41,840,722 | +$25,757,633 | $50.79 | 17 |
| 2024 Q2 | 316,756 | $15,876,069 | +$9,622,043 | $50.12 | 7 |
| 2024 Q1 | 124,797 | $6,239,850 | +$6,239,850 | $50.00 | 3 |