BONDBLOXX ETF TRUST - TAXM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT | History | No change | 100,000 | 5,048 | 2.74% | 2.96% | 1 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tanager Wealth Management LLP | History | Added to | 15,837 | 799 | 0.07% | 0.03% | 2 | +9,487 | 149.4% | Q2 2026 | Jul 23, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 11,300 | 570 | 0.18% | 0.25% | 3 | -3,056 | -21.29% | Q2 2026 | Aug 13, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 9,955 | 502 | 0.04% | — | 4 | +9,955 | New | Q2 2026 | Jul 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,961 | 351 | 0.0% | 0.0% | 5 | +1,300 | 22.96% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 6,606 | 333 | 0.0% | — | 6 | +6,606 | New | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | New | 5,750 | 290 | 0.0% | — | 7 | +5,750 | New | Q2 2026 | Aug 05, 2026 |
| Claro Advisors Inc. | History | Added to | 4,693 | 236 | 0.02% | 0.03% | 8 | +489 | 11.63% | Q2 2026 | Jul 30, 2026 |
| NOVEM GROUP | History | New | 4,470 | 225 | 0.02% | — | 9 | +4,470 | New | Q2 2026 | Jul 21, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,365 | 220 | 0.0% | — | 10 | +4,365 | New | Q2 2026 | Sep 08, 2026 |
| UBS Group AG | History | New | 198 | 9 | 0.0% | — | 11 | +198 | New | Q2 2026 | Aug 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 195 | 9 | 0.01% | 0.0% | 12 | +145 | 290.0% | Q2 2026 | Jul 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,289 | -100.0% | Q2 2026 | Sep 02, 2026 |