Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / IR M TAXAWARE
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
1,465,855
-
Shares change
-
+642,012
-
Total reported value, excl. options
-
$73,848,208
-
Value change
-
+$32,347,793
-
Number of buys
-
16
-
Number of sells
-
-4
-
Price
-
$50.37
Significant Holders of BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) as of Q4 2024
22 filings reported holding TAXX - BONDBLOXX ETF TRUST - IR M TAXAWARE as of Q4 2024.
BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,465,855 shares
.
Largest 10 shareholders include EP Wealth Advisors, LLC (500,615 shares), CWM, LLC (210,192 shares), One Capital Management, LLC (177,632 shares), Delos Wealth Advisors, LLC (120,181 shares), Tanager Wealth Management LLP (109,963 shares), INCOME RESEARCH & MANAGEMENT (100,000 shares), BCGM Wealth Management, LLC (68,177 shares), Guardian Financial Partners, LLC (30,151 shares), JDM Financial Group LLC (23,790 shares), and Sound Income Strategies, LLC (18,406 shares).
This table shows the top 22 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.