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

$50.54 -0.03 (-0.06%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$113.72M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$7.02M
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TAXX Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 CGN Advisors LLC27,610$1.40M0.1%+6.1%0.471%
5/21/2026JDM Financial Group LLC14,350$725K0.2%-9.9%0.257%
5/15/2026 Bridgewater Advisors Inc.9,826$497K0.0%N/A0.176%
5/13/2026 Cetera Investment Advisers18,056$913K0.0%-7.1%0.323%
5/7/2026 Cornerstone Advisors Asset Management LLC78,788$3.98M0.6%+60.0%1.409%
5/6/2026 Assetmark Inc.79,673$4.03M0.0%N/A1.425%
5/5/2026 BCGM Wealth Management LLC107,931$5.46M1.4%+6.8%1.931%
4/30/2026 Kestra Advisory Services LLC4,394$222K0.0%-21.9%0.079%
4/30/2026 CFS Investment Advisory Services LLC17,811$903K0.1%-9.9%0.319%
4/27/2026 Baer Investment Advisory LLC31,394$1.59M0.2%N/A0.562%
4/24/2026 Impact Partnership Wealth LLC8,821$446K0.1%N/A0.158%
4/22/2026 Patriot Financial Group Insurance Agency LLC14,308$723K0.0%N/A0.256%
4/22/2026 Benchmark Financial LLC7,758$392K0.4%N/A0.138%
4/21/2026 Laurel Oak Wealth Management LLC9,958$503K0.1%N/A0.177%
4/21/2026 Balance Wealth LLC52,451$2.65M0.8%+3.5%0.933%
4/20/2026 Tanager Wealth Management LLP230,239$11.64M1.1%+21.7%4.097%
2/18/2026 EP Wealth Advisors LLC1,355,710$68.76M0.4%N/A27.668%
2/17/2026 Cetera Investment Advisers19,428$985K0.0%-2.5%0.396%
2/13/2026Inspire Advisors LLC14,127$717K0.1%+134.3%0.288%
2/13/2026 Stifel Financial Corp37,259$1.89M0.0%+23.6%0.760%
2/13/2026 Integrated 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%
2/12/2026 Commonwealth Equity Services LLC19,640$996K0.0%N/A0.401%
2/12/2026 SmartHarvest Portfolios LLC8,767$445K0.2%N/A0.179%
2/11/2026 Cornerstone 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%
2/10/2026 CFS 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%
2/3/2026 Buck Wealth Strategies LLC8,761$444K0.1%N/A0.180%
2/3/2026 Indivisible Partners4,825$245K0.0%N/A0.099%
2/2/2026JDM Financial Group LLC15,926$808K0.2%-10.0%0.327%
1/26/2026 Tanager Wealth Management LLP189,214$9.60M1.0%+5.5%3.909%
1/26/2026CWM LLC352,367$17.87M0.0%+4.1%7.280%
1/23/2026 Farther Finance Advisors LLC5,515$280K0.0%+37.4%0.115%
1/21/2026 Balance Wealth LLC50,677$2.57M0.8%-5.7%1.054%
1/21/2026 Guild Investment Management Inc.5,500$280K0.2%+37.5%0.114%
1/15/2026 Victory Financial Group LLC29,257$1.48M0.2%+19.5%0.608%
1/14/2026 Guardian Financial Partners LLC5,289$268K0.1%-83.5%0.111%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
1/7/2026 Lake Street Private Wealth LLC41,839$2.12M0.3%+143.1%0.879%
1/7/2026 BCGM Wealth Management LLC101,105$5.13M1.3%+2.6%2.124%
1/5/2026 CGN Advisors LLC19,230$975K0.1%+5.8%0.404%
1/1/2026 JPMorgan Chase & Co.3,415$174K0.0%N/A0.076%
11/17/2025 Victory Financial Group LLC24,479$1.25M0.2%+18.4%0.544%
11/17/2025 Integrated 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%
11/12/2025 BCGM Wealth Management LLC98,507$5.02M1.3%+5.2%2.189%
11/12/2025 Catalyst Financial Partners LLC7,176$366K0.0%-41.1%0.159%
11/10/2025 Lake Street Private Wealth LLC17,214$878K0.1%+211.3%0.383%
11/7/2025 JPMorgan Chase & Co.3,415$174K0.0%N/A0.076%
11/5/2025Fullcircle Wealth LLC6,102$310K0.1%-36.4%0.137%
11/5/2025 Guild Investment Management Inc.4,000$204K0.2%N/A0.090%
11/4/2025Pineridge Advisors LLC48,466$2.47M0.7%N/A1.089%
11/3/2025 AE Wealth Management LLC11,967$610K0.0%N/A0.269%
10/31/2025 CFS Investment Advisory Services LLC16,794$856K0.1%+124.2%0.377%
10/29/2025Inspire Advisors LLC6,029$307K0.0%+12.9%0.137%
10/24/2025 Tanager Wealth Management LLP179,433$9.15M1.0%+32.6%4.303%
10/21/2025JDM Financial Group LLC17,701$902K0.4%-8.3%0.430%
10/20/2025 Balance Wealth LLC53,745$2.74M0.7%+2.9%1.304%
10/15/2025CWM LLC338,615$17.26M0.1%+24.9%8.219%
10/14/2025 Farther Finance Advisors LLC4,015$205K0.0%+12.8%0.100%
10/10/2025 Sound Income Strategies LLC18,971$964K0.1%+1.2%0.471%
10/9/2025 CGN Advisors LLC18,180$927K0.1%+11.6%0.451%
10/6/2025 Gradient 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%
8/15/2025 EP Wealth Advisors LLC593,842$30.32M0.2%-8.1%16.359%
8/14/2025Raymond James Financial Inc.633$32K0.0%N/A0.017%
8/14/2025 Balance Wealth LLC52,222$2.67M1.6%+53.7%1.439%
8/13/2025 Victory Financial Group LLC20,669$1.06M0.2%+100.7%0.569%
8/13/2025 M 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%
8/5/2025 BCGM Wealth Management LLC93,655$4.78M1.3%+7.4%2.623%
8/4/2025JDM Financial Group LLC19,312$986K0.5%-32.7%0.541%
7/31/2025 Guardian Financial Partners LLC32,089$1.64M0.7%+9.6%0.899%
7/30/2025 Blume Capital Management Inc.6,750$345K0.1%-5.6%0.189%
7/25/2025CWM LLC271,213$13.85M0.0%+26.6%7.597%
7/18/2025 Tanager Wealth Management LLP135,349$6.91M0.8%+9.2%3.834%
7/15/2025 CGN Advisors LLC16,286$831K0.1%+306.2%0.461%
7/8/2025 Gradient 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%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

Watch the documentary briefing and find out which side you land on
5/15/2025EP Wealth Advisors LLC646,307$32.68M0.3%+29.1%19.409%
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%


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 ($223.63K), Thrivent Financial for Lutherans ($162.22K), Delos Wealth Advisors LLC ($147.73K), BCGM Wealth Management LLC ($107.93K), and Assetmark Inc. ($79.67K).

Institutional investors have bought a total of 2,240,996 shares in the last 24 months. This purchase volume represents approximately $113.72M in transactions.

Of the 11 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), Catalyst Financial Partners LLC ($5K), JDM Financial Group LLC ($4.96K), Orion Porfolio Solutions LLC ($4.63K), and Fullcircle Wealth LLC ($3.50K).

Institutional investors have sold a total of 137,862 shares in the last 24 months. This volume of shares sold represents approximately $7.02M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:TAXX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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