Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / IR M TAXAWARE
-
Number of holders
-
17
-
Total 13F shares, excl. options
-
823,843
-
Shares change
-
+507,087
-
Total reported value, excl. options
-
$41,840,722
-
Value change
-
+$25,757,633
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Number of buys
-
15
-
Number of sells
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-3
-
Price
-
$50.79
Significant Holders of BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) as of Q3 2024
19 filings reported holding TAXX - BONDBLOXX ETF TRUST - IR M TAXAWARE as of Q3 2024.
BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 823,843 shares
.
Largest 10 shareholders include CWM, LLC (196,562 shares), One Capital Management, LLC (162,607 shares), EP Wealth Advisors, LLC (106,325 shares), INCOME RESEARCH & MANAGEMENT (100,000 shares), BCGM Wealth Management, LLC (63,336 shares), Tanager Wealth Management LLP (29,052 shares), Guardian Financial Partners, LLC (26,658 shares), JDM Financial Group LLC (24,425 shares), Orion Porfolio Solutions, LLC (19,967 shares), and Orion Portfolio Solutions, LLC (19,967 shares).
This table shows the top 17 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.