Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / IR M TAXAWARE
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Number of holders
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7
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Total 13F shares, excl. options
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317K
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Shares change
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+192K
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Total reported value, excl. options
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$15.9M
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Value change
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+$9.62M
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Number of buys
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6
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Number of sells
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-1
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Price
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$50.12
Significant Holders of BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) as of Q2 2024
8 filings reported holding TAXX - BONDBLOXX ETF TRUST - IR M TAXAWARE as of Q2 2024.
BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 317K shares
.
Largest 8 shareholders include One Capital Management, LLC (159K shares), INCOME RESEARCH & MANAGEMENT (100K shares), JDM Financial Group LLC (24.9K shares), Sound Income Strategies, LLC (18.1K shares), FLOW TRADERS U.S. LLC (7.6K shares), Tanager Wealth Management LLP (6.61K shares), UBS Group AG (116 shares), and JANE STREET GROUP, LLC (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.