Q2 2024 13F Holders as of 30 Jun 2024
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Type / Class
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Equity / IR M TAXAWARE
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Number of holders
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7
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Total 13F shares, excl. options
-
316,756
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Shares change
-
+191,959
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Total reported value, excl. options
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$15,876,069
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Value change
-
+$9,622,043
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Number of buys
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6
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Number of sells
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-1
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Price
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$50.12
Significant Holders of BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) as of Q2 2024
8 filings reported holding TAXX - BONDBLOXX ETF TRUST - IR M TAXAWARE as of Q2 2024.
BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 316,756 shares
.
Largest 8 shareholders include One Capital Management, LLC (159,428 shares), INCOME RESEARCH & MANAGEMENT (100,000 shares), JDM Financial Group LLC (24,921 shares), Sound Income Strategies, LLC (18,086 shares), FLOW TRADERS U.S. LLC (7,597 shares), Tanager Wealth Management LLP (6,608 shares), UBS Group AG (116 shares), and JANE STREET GROUP, LLC (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.