TAXM BONDBLOXX ETF TRUST
FollowCMN (fund)
12 managers (12 13F filers) reported a position in TAXM shares at 2026-06-30, 170,330 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 6
- Added
- 4
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 170,330
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT | 100,000 | $5.05M | 2.74% | 0 | 13F-HRTimeline |
| Tanager Wealth Management LLP | 15,837 | $800K | 0.07% | +9,487 | 13F-HRTimeline |
| Plum Street Advisors, LLC | 11,300 | $570K | 0.18% | -3,056 | 13F-HRTimeline |
| Mayflower Financial Advisors, LLC | 9,955 | $503K | 0.04% | new | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 6,961 | $351K | <0.01% | +1,300 | 13F-HRTimelineGroup |
| RWA WEALTH PARTNERS, LLC | 6,606 | $334K | <0.01% | new | 13F-HRTimeline |
| Janney Montgomery Scott LLC | 5,750 | $290K | <0.01% | new | 13F-HRTimeline |
| Claro Advisors Inc. | 4,693 | $237K | 0.02% | +489 | 13F-HRTimeline |
| NOVEM GROUP | 4,470 | $226K | 0.02% | new | 13F-HRTimeline |
| Integrated Wealth Concepts LLC | 4,365 | $220K | <0.01% | new | 13F-HR/ATimeline |
| UBS Group AGin group UBS Group AG | 198 | $10K | <0.01% | new | 13F-HRTimelineGroup |
| 1620 INVESTMENT ADVISORS, INC. | 195 | $9.85K | 0.01% | +145 | 13F-HRTimeline |