Bondbloxx Ir+m Tax-Aware MasTAXMETF
13F holders, Q1 2026 (March 31)7holders +2
3new positions
1sold out
1famous investor
$49.83avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Bondbloxx Ir+m Tax-Aware Mas (TAXM) in their 13F filings, up 2 from Q4 2025. 3 opened new positions and 1 sold out. The largest holders were Income Research & Management ($5.0M), Plum Street Advisors, LLC ($715K) and Citadel Advisors ($363K). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $528K |
| Exits | 1 | $954K |
All 13F filers, Q4 2025 → Q1 2026: 18,869 shares bought and 27,293 shares sold, net −8,424 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Income Research & Management | 2.98% | No change | 100,000 | $5.0M |
| Plum Street Advisors, LLC | 0.25% | Add +135.7% | 14,356 | $715K |
| Citadel Advisors | 0.00% | Reduce -46.3% | 7,289 | $363K |
| Tanager Wealth Management LLP | 0.03% | New | 6,350 | $316K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.4% | 5,661 | $282K |
| Claro Advisors Inc. | 0.03% | New | 4,204 | $209K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 50 | $2K |
"% 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.