Who owns IR M TAXAWAREBONDBLOXX ETF TRUST?
- Ticker: TAXX
- CUSIP Number: 09789c721
Tip: Access positions for across all investors
Analyze quarterly positions in Ir M Taxawarebondbloxx Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ir M Taxawarebondbloxx Etf Trust stock
Who bought or sold IR M TAXAWAREBONDBLOXX ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| EP Wealth Advisors | 594k | $30M | -8% | Jun 2025 |
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| CWM | 339k | $17M | 25% | Sep 2025 |
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| One Capital Management | 200k | $10M | 4% | Sep 2025 |
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| Tanager Wealth Management | 179k | $9.1M | 33% | Sep 2025 |
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| Delos Wealth Advisors | 115k | $5.9M | 8% | Sep 2025 |
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| Income Research & Management | 100k | $5.1M | 0% | Sep 2025 |
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| BCGM Wealth Management | 99k | $5.0M | 5% | Sep 2025 |
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| Balance Wealth | 54k | $2.7M | 3% | Sep 2025 |
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| Pineridge Advisors | 49k | $2.5M | 100% | Sep 2025 |
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| Integrated Wealth Concepts | 34k | $1.7M | 16% | Sep 2025 |
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| Guardian Financial Partners | 32k | $1.6M | 0% | Sep 2025 |
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| Stifel Financial | 30k | $1.5M | 229% | Sep 2025 |
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| CLS Investments | 30k | $1.5M | 250% | Sep 2025 |
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| Victory Financial Group | 25k | $1.2M | 18% | Sep 2025 |
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| Cetera Investment Advisers | 20k | $1.0M | 100% | Sep 2025 |
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| Sound Income Strategies | 19k | $964k | 1% | Sep 2025 |
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| Garrett Investment Advisors | 18k | $927k | 12% | Sep 2025 |
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| JDM Financial Group | 18k | $902k | -8% | Sep 2025 |
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| Lake Street Financial | 17k | $878k | 211% | Sep 2025 |
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| CFS Investment Advisory Services | 17k | $856k | 124% | Sep 2025 |
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| Raymond James Financial | 16k | $803k | 2388% | Sep 2025 |
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| Nemes Rush Group | 14k | $732k | 61% | Sep 2025 |
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| AE Wealth Management | 12k | $610k | 100% | Sep 2025 |
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| Gradient Investments | 12k | $592k | 44% | Sep 2025 |
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| Catalyst Financial Partners | 7.2k | $366k | -41% | Sep 2025 |
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| DiMeo Schneider & Associates | 6.3k | $322k | 1% | Sep 2025 |
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| Fullcircle Wealth | 6.1k | $310k | -36% | Sep 2025 |
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| Inspire Advisors | 6.0k | $307k | 13% | Sep 2025 |
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| Kestra Advisory Services | 5.4k | $277k | 100% | Sep 2025 |
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| BlackRock | 4.7k | $242k | 7% | Sep 2025 |
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| Farther Finance Advisors | 4.0k | $205k | 13% | Sep 2025 |
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| Guild Investment Management | 4.0k | $204k | 100% | Sep 2025 |
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| Jpmorgan Chase & Co | 3.4k | $174k | 100% | Sep 2025 |
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| UBS Group | 131.00 | $6.7k | 100% | Sep 2025 |
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Who sold out of Ir M Taxawarebondbloxx Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Jun 2025 | 67k | $3.4M |
| Frank. Day | Jun 2025 | 14k | $714k |
| Blume Capital Management | Jun 2025 | 6.8k | $345k |
| Citadel Advisors | Jun 2025 | 5.0k | $254k |