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TAXX BONDBLOXX ETF TRUST

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ETF (fund)

33 managers (33 13F filers) reported a position in TAXX shares at 2025-06-30, 1,863,307 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
33
13F filers
33
New
8
Added
15
Reduced
6
Sold out
1
Shares held by filers
1,863,307

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
EP Wealth Advisors, LLC593,842$30.3M0.2%-52,46513F-HRTimeline
CWM, LLCin group CWM, LLC271,213$13.8M0.05%+56,92513F-HRTimelineGroup
One Capital Management, LLC191,252$9.76M0.34%+3,19413F-HRTimeline
Tanager Wealth Management LLP135,349$6.91M0.81%+11,43113F-HRTimeline
Delos Wealth Advisors, LLC106,692$5.45M4.25%-32,40213F-HRTimeline
INCOME RESEARCH & MANAGEMENT100,000$5.11M1.36%013F-HRTimeline
BCGM Wealth Management, LLC93,655$4.78M1.35%+6,48513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…67,218$3.43M0.01%new13F-HR/ATimelineGroup
Balance Wealth Partners LLC52,222$2.67M1.56%+18,24713F-HRTimeline
Guardian Financial Partners, LLC32,089$1.64M0.74%+2,81113F-HRTimeline
Integrated Wealth Concepts LLC29,223$1.49M0.01%+11,01713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC20,669$1.06M0.17%+10,36813F-HRTimeline
JDM Financial Group LLC19,312$986K0.47%-9,39013F-HRTimeline
Sound Income Strategies, LLC18,746$957K0.05%+17513F-HRTimeline
CGN Advisors LLC16,286$831K0.07%+12,27713F-HRTimeline
M Holdings Securities, Inc.13,993$714K0.12%+1,13413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC12,176$622K0.07%013F-HRTimeline
FULLCIRCLE WEALTH LLC9,600$487K0.18%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,158$468K<0.01%+3,55813F-HRTimelineGroup
Nemes Rush Group LLC8,939$456K0.05%new13F-HRTimeline
Orion Porfolio Solutions, LLC8,604$439K<0.01%-2,31413F-HR/ATimeline
Gradient Investments LLCin group Gradient Investments LLC8,051$411K0.01%new13F-HRTimelineGroup
CFS Investment Advisory Services, LLC7,489$382K0.03%+1713F-HRTimeline
Blume Capital Management, Inc.6,750$345K0.07%-40013F-HRTimeline
FIDUCIENT ADVISORS LLC6,258$320K0.04%+5813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC5,529$282K0.04%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,339$273K0.03%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,976$254K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,450$227K<0.01%+2,30013F-HRTimelineGroup
Farther Finance Advisors, LLC3,560$182K<0.01%-10613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC633$32.3K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN34$1.74K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.