BONDBLOXX ETF TRUST (TAXM)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
11
Reporting holders
$8.3M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT | $5.0M | 100,000 | 2.74% | 6q | HELD |
| Tanager Wealth Management LLP | $799.5K | 15,837 | 0.07% | 2q | +149.4%+$479.0K |
| Plum Street Advisors, LLC | $570.5K | 11,300 | 0.18% | 3q | -21.3%-$154.3K |
| Mayflower Financial Advisors, LLC | $502.6K | 9,955 | 0.04% | new | NEW |
| GOLDMAN SACHS GROUP INC | $351.4K | 6,961 | 0.00% | 3q | +23.0%+$65.6K |
| RWA WEALTH PARTNERS, LLC | $333.5K | 6,606 | 0.00% | new | NEW |
| Claro Advisors Inc. | $236.9K | 4,693 | 0.02% | 2q | +11.6%+$24.7K |
| NOVEM GROUP | $225.7K | 4,470 | 0.02% | new | NEW |
| Integrated Wealth Concepts LLC | $220.4K | 4,365 | 0.00% | new | NEW |
| UBS Group AG | $10.0K | 198 | 0.00% | new | NEW |
| 1620 INVESTMENT ADVISORS, INC. | $9.8K | 195 | 0.01% | 2q | +290.0%+$7.3K |
| Janney Montgomery Scott LLC | $290 | 5,750 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 11 | $8.3M | 164,580 | 5 | 4 | 1 | 0.0% |
| Q1 2026 | 7 | $6.9M | 137,910 | 3 | 1 | 2 | 0.0% |
| Q4 2025 | 5 | $7.4M | 146,334 | 2 | 2 | 0 | 0.0% |
| Q3 2025 | 3 | $6.0M | 119,891 | 0 | 1 | 1 | 0.0% |
| Q2 2025 | 3 | $6.0M | 122,303 | 1 | 0 | 1 | 0.0% |
| Q1 2025 | 3 | $6.0M | 120,353 | 3 | 0 | 0 | 0.0% |