Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / IR M TAXAWARE
-
Number of holders
-
32
-
Total 13F shares, excl. options
-
1,863,307
-
Shares change
-
+135,138
-
Total reported value, excl. options
-
$95,117,292
-
Value change
-
+$6,902,263
-
Number of buys
-
23
-
Number of sells
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-7
-
Price
-
$51.05
Significant Holders of BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) as of Q2 2025
33 filings reported holding TAXX - BONDBLOXX ETF TRUST - IR M TAXAWARE as of Q2 2025.
BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,863,307 shares
.
Largest 10 shareholders include EP Wealth Advisors, LLC (593,842 shares), CWM, LLC (271,213 shares), One Capital Management, LLC (191,252 shares), Tanager Wealth Management LLP (135,349 shares), Delos Wealth Advisors, LLC (106,692 shares), INCOME RESEARCH & MANAGEMENT (100,000 shares), BCGM Wealth Management, LLC (93,655 shares), Thrivent Financial for Lutherans (67,218 shares), Balance Wealth, LLC (52,222 shares), and Guardian Financial Partners, LLC (32,089 shares).
This table shows the top 32 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.