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 | 4,737 | 2.9% | 2.74% | 1 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Tanager Wealth Management LLP | History | Added to | 15,914 | 753 | 0.06% | 0.07% | 2 | +77 | 0.49% | Q3 2026 | Oct 19, 2026 |
| Plum Street Advisors, LLC | History | No change | 11,300 | 570 | 0.18% | 0.18% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 9,955 | 502 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 6,961 | 351 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 6,606 | 333 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,750 | 290 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Claro Advisors Inc. | History | Added to | 5,009 | 237 | 0.02% | 0.02% | 8 | +316 | 6.73% | Q3 2026 | Nov 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,365 | 220 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 610 | 28 | 0.02% | 0.01% | 10 | +415 | 212.82% | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | No change | 198 | 9 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,470 | -100.0% | Q3 2026 | Oct 19, 2026 |