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TAXX BONDBLOXX ETF TRUST

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ETF (fund)

23 managers (23 13F filers) reported a position in TAXX shares at 2024-12-31, 1,465,855 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.

Managers
23
13F filers
23
New
5
Added
11
Reduced
4
Sold out
0
Shares held by filers
1,465,855

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
EP Wealth Advisors, LLC500,615$25.2M0.21%+394,29013F-HRTimeline
CWM, LLCin group CWM, LLC210,192$10.6M0.04%+13,63013F-HRTimelineGroup
One Capital Management, LLC177,632$8.95M0.3%+15,02513F-HRTimeline
Delos Wealth Advisors, LLC120,181$6.05M4.82%+117,60513F-HRTimeline
Tanager Wealth Management LLP109,963$5.55M0.72%+80,91113F-HRTimeline
INCOME RESEARCH & MANAGEMENT100,000$5.04M2.4%013F-HRTimeline
BCGM Wealth Management, LLC68,177$3.43M1.09%+4,84113F-HRTimeline
Guardian Financial Partners, LLC30,151$1.52M0.9%+3,49313F-HRTimeline
JDM Financial Group LLC23,790$1.2M0.62%-63513F-HRTimeline
Sound Income Strategies, LLC18,406$927K0.06%+15713F-HRTimeline
M Holdings Securities, Inc.12,547$632K0.1%+10713F-HR/ATimeline
CATALYST FINANCIAL PARTNERS LLC12,176$613K0.12%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,896$599K<0.01%-4,34313F-HRTimelineGroup
Integrated Wealth Concepts LLC11,819$595K0.01%new13F-HRTimeline
FULLCIRCLE WEALTH LLC9,600$485K0.2%+1,00013F-HRTimeline
Orion Porfolio Solutions, LLC9,201$463K<0.01%-10,76613F-HRTimeline
Orion Portfolio Solutions, LLC9,201$463K<0.01%-10,76613F-HRTimeline
CFS Investment Advisory Services, LLC7,849$395K0.04%+3,18513F-HRTimeline
Blume Capital Management, Inc.7,450$375K0.08%new13F-HRTimeline
Atlas Financial Advisors, Inc.6,592$332K0.52%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,917$248K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC3,500$176K0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.