Q4 2024 13F Holders as of 12/31/2024
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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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21
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Total shares
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1.46M
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Shares change
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+653K
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Total reported value, excl. options
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$73.4M
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Value change
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+$32.9M
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Number of buys
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16
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Number of sells
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-3
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Price
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$50.37
Significant Holders of BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) as of Q4 2024
21 filings reported holding TAXX - BONDBLOXX ETF TRUST - IR M TAXAWARE as of Q4 2024.
BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.46M shares
.
Largest 10 shareholders include EP Wealth Advisors, LLC (501K shares), CWM, LLC (210K shares), One Capital Management, LLC (178K shares), Delos Wealth Advisors, LLC (120K shares), Tanager Wealth Management LLP (110K shares), INCOME RESEARCH & MANAGEMENT (100K shares), BCGM Wealth Management, LLC (68.2K shares), Guardian Financial Partners, LLC (30.2K shares), JDM Financial Group LLC (23.8K shares), and Sound Income Strategies, LLC (18.4K shares).
This table shows the top 21 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
* 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.