# BONDBLOXX ETF TRUST (TAXM)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TAXM/

- Reporting holders: 11
- Reported value: $3.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [INCOME RESEARCH & MANAGEMENT](https://holderbook.com/funds/1165830-income-research-management/) | $5.0B | 100,000 | 2.7% | 6 |
| [Tanager Wealth Management LLP](https://holderbook.com/funds/1892929-tanager-wealth-management-llp/) | $799.5K | 15,837 | 0.1% | 2 |
| [Plum Street Advisors, LLC](https://holderbook.com/funds/2068236-plum-street-advisors-llc/) | $570.5K | 11,300 | 0.2% | 3 |
| [Mayflower Financial Advisors, LLC](https://holderbook.com/funds/1852930-mayflower-financial-advisors-llc/) | $502.6K | 9,955 | 0.0% | 1 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $440.7K | 8,730 | 0.0% | 1 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $351.4K | 6,961 | 0.0% | 3 |
| [RWA WEALTH PARTNERS, LLC](https://holderbook.com/funds/1544576-rwa-wealth-partners-llc/) | $333.5K | 6,606 | 0.0% | 1 |
| [Janney Montgomery Scott LLC](https://holderbook.com/funds/1329948-janney-montgomery-scott-llc/) | $290.0K | 5,750 | 0.0% | 1 |
| [Claro Advisors Inc.](https://holderbook.com/funds/1764386-claro-advisors-inc/) | $236.9K | 4,693 | 0.0% | 2 |
| [NOVEM GROUP](https://holderbook.com/funds/1926783-novem-group/) | $225.7K | 4,470 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $10.0K | 198 | 0.0% | 1 |
| [1620 INVESTMENT ADVISORS, INC.](https://holderbook.com/funds/1907281-1620-investment-advisors-inc/) | $9.8K | 195 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 11 | $3.8M |
| Q1 2026 | 6 | $1.9M |
| Q4 2025 | 4 | $2.3M |
| Q3 2025 | 3 | $5.0B |
| Q2 2025 | 3 | $6.0M |
| Q1 2025 | 3 | $5.0B |