Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free TAXX Stock Alerts

BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX) Institutional Ownership

$50.63 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$120.92M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$7.52M
Get TAXX Insider Trade Alerts

Want to know when executives and insiders are buying or selling BondBloxx IR+M Tax-Aware Short Duration ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TAXX Institutional Buying and Selling by Quarter

BondBloxx IR+M Tax-Aware Short Duration ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2026JDM Financial Group LLC14,350$725K0.2%-9.9%0.257%
5/15/2026Bridgewater Advisors Inc.9,826$497K0.0%N/A0.176%
5/13/2026Cetera Investment Advisers18,056$913K0.0%-7.1%0.323%
5/7/2026Cornerstone Advisors Asset Management LLC78,788$3.98M0.6%+60.0%1.409%
5/6/2026Assetmark Inc.79,673$4.03M0.0%N/A1.425%
5/5/2026BCGM Wealth Management LLC107,931$5.46M1.4%+6.8%1.931%
4/30/2026Kestra Advisory Services LLC4,394$222K0.0%-21.9%0.079%
4/30/2026CFS Investment Advisory Services LLC17,811$903K0.1%-9.9%0.319%
4/27/2026Baer Investment Advisory LLC31,394$1.59M0.2%N/A0.562%
4/24/2026Impact Partnership Wealth LLC8,821$446K0.1%N/A0.158%
4/22/2026Patriot Financial Group Insurance Agency LLC14,308$723K0.0%N/A0.256%
4/22/2026Benchmark Financial LLC7,758$392K0.4%N/A0.138%
4/21/2026Laurel Oak Wealth Management LLC9,958$503K0.1%N/A0.177%
4/21/2026Balance Wealth LLC52,451$2.65M0.8%+3.5%0.933%
4/20/2026Tanager Wealth Management LLP230,239$11.64M1.1%+21.7%4.097%
2/18/2026EP Wealth Advisors LLC1,355,710$68.76M0.4%N/A27.668%
2/17/2026Cetera Investment Advisers19,428$985K0.0%-2.5%0.396%
2/13/2026Inspire Advisors LLC14,127$717K0.1%+134.3%0.288%
2/13/2026Stifel Financial Corp37,259$1.89M0.0%+23.6%0.760%
2/13/2026Integrated Wealth Concepts LLC46,645$2.37M0.0%+38.0%0.952%
2/12/2026Jane Street Group LLC7,578$384K0.0%N/A0.155%
2/12/2026Orion Porfolio Solutions LLC36,040$1.83M0.0%+19.6%0.736%
2/12/2026Commonwealth Equity Services LLC19,640$996K0.0%N/A0.401%
2/12/2026SmartHarvest Portfolios LLC8,767$445K0.2%N/A0.179%
2/11/2026Cornerstone Advisors Asset Management LLC49,230$2.50M0.4%N/A1.005%
2/11/2026Nemes Rush Group LLC17,782$902K0.1%+23.9%0.363%
2/10/2026One Capital Management LLC201,934$10.24M0.3%+1.0%4.121%
2/10/2026CFS Investment Advisory Services LLC19,778$1.00M0.1%+17.8%0.404%
2/5/2026Thrivent Financial for Lutherans90,087$4.57M0.0%N/A1.839%
2/3/2026Buck Wealth Strategies LLC8,761$444K0.1%N/A0.180%
2/3/2026Indivisible Partners4,825$245K0.0%N/A0.099%
2/2/2026JDM Financial Group LLC15,926$808K0.2%-10.0%0.327%
1/26/2026Tanager Wealth Management LLP189,214$9.60M1.0%+5.5%3.909%
1/26/2026CWM LLC352,367$17.87M0.0%+4.1%7.280%
1/23/2026Farther Finance Advisors LLC5,515$280K0.0%+37.4%0.115%
1/21/2026Balance Wealth LLC50,677$2.57M0.8%-5.7%1.054%
1/21/2026Guild Investment Management Inc.5,500$280K0.2%+37.5%0.114%
1/15/2026Victory Financial Group LLC29,257$1.48M0.2%+19.5%0.608%
1/14/2026Guardian Financial Partners LLC5,289$268K0.1%-83.5%0.111%
1/7/2026Lake Street Private Wealth LLC41,839$2.12M0.3%+143.1%0.879%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
1/7/2026BCGM Wealth Management LLC101,105$5.13M1.3%+2.6%2.124%
1/5/2026CGN Advisors LLC19,230$975K0.1%+5.8%0.404%
1/1/2026JPMorgan Chase & Co.3,415$174K0.0%N/A0.076%
11/17/2025Victory Financial Group LLC24,479$1.25M0.2%+18.4%0.544%
11/17/2025Integrated Wealth Concepts LLC33,793$1.72M0.0%+15.6%0.751%
11/17/2025Delos Wealth Advisors LLC115,332$5.88M4.0%+8.1%2.563%
11/14/2025Raymond James Financial Inc.15,750$803K0.0%+2,388.2%0.350%
11/14/2025One Capital Management LLC199,857$10.19M0.3%+4.5%4.441%
11/13/2025Nemes Rush Group LLC14,356$732K0.1%+60.6%0.319%
11/12/2025Orion Porfolio Solutions LLC30,142$1.54M0.0%+250.3%0.670%
11/12/2025BCGM Wealth Management LLC98,507$5.02M1.3%+5.2%2.189%
11/12/2025Catalyst Financial Partners LLC7,176$366K0.0%-41.1%0.159%
11/10/2025Lake Street Private Wealth LLC17,214$878K0.1%+211.3%0.383%
11/7/2025JPMorgan Chase & Co.3,415$174K0.0%N/A0.076%
11/5/2025Fullcircle Wealth LLC6,102$310K0.1%-36.4%0.137%
11/5/2025Guild Investment Management Inc.4,000$204K0.2%N/A0.090%
11/4/2025Pineridge Advisors LLC48,466$2.47M0.7%N/A1.089%
11/3/2025AE Wealth Management LLC11,967$610K0.0%N/A0.269%
10/31/2025CFS Investment Advisory Services LLC16,794$856K0.1%+124.2%0.377%
10/29/2025Inspire Advisors LLC6,029$307K0.0%+12.9%0.137%
10/24/2025Tanager Wealth Management LLP179,433$9.15M1.0%+32.6%4.303%
10/21/2025JDM Financial Group LLC17,701$902K0.4%-8.3%0.430%
10/20/2025Balance Wealth LLC53,745$2.74M0.7%+2.9%1.304%
10/15/2025CWM LLC338,615$17.26M0.1%+24.9%8.219%
10/14/2025Farther Finance Advisors LLC4,015$205K0.0%+12.8%0.100%
10/10/2025Sound Income Strategies LLC18,971$964K0.1%+1.2%0.471%
10/9/2025CGN Advisors LLC18,180$927K0.1%+11.6%0.451%
10/6/2025Gradient Investments LLC11,614$592K0.0%+44.3%0.291%
8/27/2025Orion Porfolio Solutions LLC8,604$439K0.0%-21.2%0.237%
8/26/2025Thrivent Financial for Lutherans67,218$3.43M0.0%N/A1.852%
8/19/2025Delos Wealth Advisors LLC106,692$5.45M4.2%-23.3%2.939%
8/15/2025Orion Porfolio Solutions LLC8,604$439K0.0%-21.2%0.237%
8/15/2025EP Wealth Advisors LLC593,842$30.32M0.2%-8.1%16.359%
8/14/2025Raymond James Financial Inc.633$32K0.0%N/A0.017%
8/14/2025Balance Wealth LLC52,222$2.67M1.6%+53.7%1.439%
8/13/2025Victory Financial Group LLC20,669$1.06M0.2%+100.7%0.569%
8/13/2025M Holdings Securities Inc.13,993$714K0.1%+8.8%0.385%
8/12/2025Nemes Rush Group LLC8,939$456K0.0%N/A0.246%
8/11/2025Inspire Advisors LLC5,339$273K0.0%N/A0.150%
8/5/2025BCGM Wealth Management LLC93,655$4.78M1.3%+7.4%2.623%
8/4/2025JDM Financial Group LLC19,312$986K0.5%-32.7%0.541%
7/31/2025Guardian Financial Partners LLC32,089$1.64M0.7%+9.6%0.899%
7/30/2025Blume Capital Management Inc.6,750$345K0.1%-5.6%0.189%
7/25/2025CWM LLC271,213$13.85M0.0%+26.6%7.597%
7/18/2025Tanager Wealth Management LLP135,349$6.91M0.8%+9.2%3.834%
7/15/2025CGN Advisors LLC16,286$831K0.1%+306.2%0.461%
7/8/2025Gradient Investments LLC8,051$411K0.0%N/A0.232%
5/19/2025Jane Street Group LLC8,501$430K0.0%-28.5%0.255%
5/16/2025Integrated Wealth Concepts LLC18,206$921K0.0%+54.0%0.547%
5/15/2025EP Wealth Advisors LLC646,307$32.68M0.3%+29.1%19.409%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
5/15/2025JDM Financial Group LLC28,702$1.45M0.7%+20.6%0.862%
5/14/2025M Holdings Securities Inc.12,859$650K0.1%+2.5%0.386%
5/13/2025Delos Wealth Advisors LLC139,094$7.03M5.6%+15.7%4.177%
5/8/2025BCGM Wealth Management LLC87,170$4.41M1.4%+27.9%2.618%
5/6/2025Blume Capital Management Inc.7,150$362K0.1%-4.0%0.215%
5/1/2025CWM LLC214,288$10.84M0.0%+1.9%6.533%
4/24/2025Tanager Wealth Management LLP123,918$6.27M0.8%+12.7%3.778%
4/23/2025Balance Wealth LLC33,975$1.72M1.1%N/A1.036%
4/23/2025Guardian Financial Partners LLC29,278$1.48M0.7%-2.9%0.893%
4/10/2025CGN Advisors LLC4,009$203K0.0%N/A0.132%


TAXX Institutional Ownership - Frequently Asked Questions

During the previous two years, 47 institutional investors and hedge funds held shares of BondBloxx IR+M Tax-Aware Short Duration ETF. The most heavily invested institutionals were EP Wealth Advisors LLC ($68.76M), CWM LLC ($17.87M), Tanager Wealth Management LLP ($11.64M), One Capital Management LLC ($10.24M), Delos Wealth Advisors LLC ($5.88M), BCGM Wealth Management LLC ($5.46M), and Thrivent Financial for Lutherans ($4.57M).Learn more on BondBloxx IR+M Tax-Aware Short Duration ETF's institutional investors.

Of the 45 institutional investors that purchased BondBloxx IR+M Tax-Aware Short Duration ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: EP Wealth Advisors LLC ($2.00M), CWM LLC ($338.74K), Tanager Wealth Management LLP ($230.24K), One Capital Management LLC ($185.14K), Thrivent Financial for Lutherans ($162.22K), Delos Wealth Advisors LLC ($147.73K), and BCGM Wealth Management LLC ($107.93K).

Institutional investors have bought a total of 2,382,041 shares in the last 24 months. This purchase volume represents approximately $120.92M in transactions.

Of the 12 institutional investors that sold BondBloxx IR+M Tax-Aware Short Duration ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EP Wealth Advisors LLC ($52.47K), Delos Wealth Advisors LLC ($32.40K), Guardian Financial Partners LLC ($26.78K), JDM Financial Group LLC ($14.35K), Catalyst Financial Partners LLC ($5K), Orion Porfolio Solutions LLC ($4.63K), and Fullcircle Wealth LLC ($3.50K).

Institutional investors have sold a total of 147,652 shares in the last 24 months. This volume of shares sold represents approximately $7.52M in transactions.


Related Companies

This page (NYSEARCA:TAXX) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel