Bondbloxx Ir+m Tax-Aware MasTAXMETF
13F holders, Q2 2026 (June 30)12holders +5
6new positions
1sold out
$50.48avg. 13F price*
At the end of Q2 2026, 12 institutions reported holding Bondbloxx Ir+m Tax-Aware Mas (TAXM) in their 13F filings, up 5 from Q1 2026. 6 opened new positions and 1 sold out. The largest holders were Income Research & Management ($5.0M), Tanager Wealth Management LLP ($800K) and Plum Street Advisors, LLC ($570K).
- Company
- Bondbloxx Ir+m Tax-Aware Mas
- CUSIP
- 09789C697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.6M |
| Exits | 1 | $363K |
All 13F filers, Q1 2026 → Q2 2026: 42,765 shares bought and 10,345 shares sold, net +32,420 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Income Research & Management | 2.76% | No change | 100,000 | $5.0M |
| Tanager Wealth Management LLP | 0.07% | Add +149.4% | 15,837 | $800K |
| Plum Street Advisors, LLC | 0.18% | Reduce -21.3% | 11,300 | $570K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 9,955 | $503K |
| Goldman Sachs Group Inc. | 0.00% | Add +23.0% | 6,961 | $351K |
| Rwa Wealth Partners, LLC | 0.00% | New | 6,606 | $334K |
| Janney Montgomery Scott LLC | 0.00% | New | 5,750 | $290K |
| Claro Advisors Inc. | 0.02% | Add +11.6% | 4,693 | $237K |
| Novem Group | 0.02% | New | 4,470 | $226K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,365 | $220K |
| UBS Group AG | 0.00% | New | 198 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | Add +290.0% | 195 | $10K |
"% of holder's portfolio" is TAXM's weight in each manager's 13F, not the share of Bondbloxx Ir+m Tax-Aware Mas the manager owns.