Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / IR M TAXAWARE
-
Number of holders
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26
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Total 13F shares, excl. options
-
1,739,087
-
Shares change
-
+245,849
-
Total reported value, excl. options
-
$87,938,044
-
Value change
-
+$12,427,673
-
Number of buys
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18
-
Number of sells
-
-5
-
Price
-
$50.57
Significant Holders of BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) as of Q1 2025
27 filings reported holding TAXX - BONDBLOXX ETF TRUST - IR M TAXAWARE as of Q1 2025.
BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,739,087 shares
.
Largest 10 shareholders include EP Wealth Advisors, LLC (646,307 shares), CWM, LLC (214,288 shares), One Capital Management, LLC (188,058 shares), Delos Wealth Advisors, LLC (139,094 shares), Tanager Wealth Management LLP (123,918 shares), INCOME RESEARCH & MANAGEMENT (100,000 shares), BCGM Wealth Management, LLC (87,170 shares), Balance Wealth, LLC (33,975 shares), Guardian Financial Partners, LLC (29,278 shares), and JDM Financial Group LLC (28,702 shares).
This table shows the top 26 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.