Bondbloxx Ir+m Tax-Aware MasTAXMETF

13F holders, Q4 2025 (December 31)
5holders +2
2new positions
0sold out
1famous investor
$50.26avg. 13F price*

At the end of Q4 2025, 5 institutions reported holding Bondbloxx Ir+m Tax-Aware Mas (TAXM) in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Income Research & Management ($5.0M), Jane Street Group, LLC ($954K) and Citadel Advisors ($682K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Bondbloxx Ir+m Tax-Aware Mas
CUSIP
09789C697
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 5Q4 2025Q1 2026: 7Q1 2026Q2 2026: 12Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$693K
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 26,443 shares bought, net +26,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Income Research & Management 2.66% No change 100,000 $5.0M
Jane Street Group, LLC 0.00% Add +82.8% 18,988 $954K
Citadel Advisors 0.00% Add +42.7% 13,560 $682K
Goldman Sachs Group Inc. 0.00% New 7,695 $387K
Plum Street Advisors, LLC 0.11% New 6,091 $306K

"% 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.