BBLX Irm Tax-Aware S Dur ETFTAXXETF
13F holders, Q2 2025 (June 30)32holders +6
8new positions
1sold out
1famous investor
$51.05avg. 13F price*
At the end of Q2 2025, 32 institutions reported holding BBLX Irm Tax-Aware S Dur ETF (TAXX) in their 13F filings, up 6 from Q1 2025. 8 opened new positions and 1 sold out. The largest holders were EP Wealth Advisors, LLC ($30.3M), Cwm, LLC ($13.8M) and One Capital Management, LLC ($9.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BBLX Irm Tax-Aware S Dur ETF
- Filed as
- BONDBLOXX ETF TRUST (Q2 2025)
- CUSIP
- 09789C721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.1M |
| Exits | 1 | $430K |
All 13F filers, Q1 2025 → Q2 2025: 240,716 shares bought and 105,578 shares sold, net +135,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| EP Wealth Advisors, LLC | 0.20% | Reduce -8.1% | 593,842 | $30.3M |
| Cwm, LLC | 0.05% | Add +26.6% | 271,213 | $13.8M |
| One Capital Management, LLC | 0.34% | Add +1.7% | 191,252 | $9.8M |
| Tanager Wealth Management LLP | 0.81% | Add +9.2% | 135,349 | $6.9M |
| Delos Wealth Advisors, LLC | 4.25% | Reduce -23.3% | 106,692 | $5.4M |
| Income Research & Management | 1.37% | No change | 100,000 | $5.1M |
| BCGM Wealth Management, LLC | 1.35% | Add +7.4% | 93,655 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | New | 67,218 | $3.4M |
| Balance Wealth Partners LLC | 1.56% | Add +53.7% | 52,222 | $2.7M |
| Guardian Financial Partners, LLC | 0.74% | Add +9.6% | 32,089 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +60.5% | 29,223 | $1.5M |
| Victory Financial Group, LLC | 0.17% | Add +100.7% | 20,669 | $1.1M |
| JDM Financial Group LLC | 0.47% | Reduce -32.7% | 19,312 | $986K |
| Sound Income Strategies, LLC | 0.05% | Add +0.9% | 18,746 | $957K |
| CGN Advisors LLC | 0.07% | Add +306.2% | 16,286 | $831K |
| M Holdings Securities, Inc. | 0.12% | Add +8.8% | 13,993 | $714K |
| Catalyst Financial Partners LLC | 0.07% | No change | 12,176 | $622K |
| Fullcircle Wealth LLC | 0.18% | No change | 9,600 | $487K |
| Stifel Financial Corp. | 0.00% | Add +63.5% | 9,158 | $468K |
| Nemes Rush Group LLC | 0.05% | New | 8,939 | $456K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -21.2% | 8,604 | $439K |
| Gradient Investments LLC | 0.01% | New | 8,051 | $411K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +0.2% | 7,489 | $382K |
| Blume Capital Management, Inc. | 0.07% | Reduce -5.6% | 6,750 | $345K |
| Fiducient Advisors LLC | 0.04% | Add +0.9% | 6,258 | $320K |
| Lake Street Private Wealth, LLC | 0.04% | New | 5,529 | $282K |
| Inspire Advisors, LLC | 0.03% | New | 5,339 | $273K |
| Citadel Advisors | 0.00% | New | 4,976 | $254K |
| BlackRock, Inc. | 0.00% | Add +107.0% | 4,450 | $227K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.9% | 3,560 | $182K |
| Raymond James Financial Inc. | 0.00% | New | 633 | $32K |
| Wells Fargo & Company | 0.00% | New | 34 | $2K |
"% of holder's portfolio" is TAXX's weight in each manager's 13F, not the share of BBLX Irm Tax-Aware S Dur ETF the manager owns.