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 | 4,983 | 2.96% | 2.64% | 1 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Plum Street Advisors, LLC | History | Added to | 14,356 | 715 | 0.25% | 0.11% | 2 | +8,265 | 135.69% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,289 | 363 | 0.0% | 0.0% | 3 | -6,271 | -46.25% | Q1 2026 | May 15, 2026 |
| Tanager Wealth Management LLP | History | New | 6,350 | 316 | 0.03% | — | 4 | +6,350 | New | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,661 | 282 | 0.0% | 0.0% | 5 | -2,034 | -26.43% | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | New | 4,204 | 209 | 0.03% | — | 6 | +4,204 | New | Q1 2026 | Apr 21, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 50 | 2 | 0.0% | — | 7 | +50 | New | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,988 | -100.0% | Q1 2026 | May 12, 2026 |