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 | 1.6M | $80M | 3% | Jun 2026 |
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| CWM | 373k | $19M | 6% | Mar 2026 |
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| Tanager Wealth Management | 235k | $12M | 2% | Jun 2026 |
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| One Capital Management | 211k | $11M | 0% | Jun 2026 |
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| Delos Wealth Advisors | 159k | $8.1M | 19% | Jun 2026 |
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| BCGM Wealth Management | 113k | $5.7M | 4% | Jun 2026 |
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| Mml Investors Services | 99k | $5.0M | 136% | Jun 2026 |
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| Income Research & Management | 97k | $4.9M | -3% | Jun 2026 |
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| Integrated Wealth Concepts | 93k | $4.7M | 68% | Jun 2026 |
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| Assetmark | 86k | $4.4M | 8% | Jun 2026 |
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| Cornerstone Advisors Asset Management | 79k | $4.0M | 0% | Jun 2026 |
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| AE Wealth Management | 74k | $3.8M | 48% | Jun 2026 |
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| Laurel Oak Wealth Management | 50k | $2.5M | 398% | Jun 2026 |
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| Lake Street Financial | 48k | $2.5M | 12% | Jun 2026 |
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| Envestnet Asset Management | 47k | $2.4M | -2% | Jun 2026 |
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| Balance Wealth | 47k | $2.4M | -10% | Jun 2026 |
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| Sweeney & Michel | 38k | $1.9M | 100% | Jun 2026 |
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| Stifel Financial | 37k | $1.9M | -2% | Jun 2026 |
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| Nemes Rush Group | 32k | $1.6M | 3% | Jun 2026 |
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| Mayflower Financial Advisors | 29k | $1.5M | 100% | Jun 2026 |
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| Garrett Investment Advisors | 28k | $1.4M | 6% | Jun 2026 |
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| LPL Financial | 26k | $1.3M | 100% | Jun 2026 |
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| Goldman Sachs Group | 25k | $1.2M | 100% | Jun 2026 |
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| Commonwealth Equity Services | 24k | $1.2M | 11% | Jun 2026 |
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| Farther Finance Advisors | 23k | $1.2M | 180% | Jun 2026 |
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| Victory Financial Group | 23k | $1.2M | -27% | Jun 2026 |
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| Buck Wealth Strategies | 23k | $1.2M | 81% | Jun 2026 |
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| Citadel Advisors | 20k | $1.0M | 8% | Jun 2026 |
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| Cetera Investment Advisers | 19k | $959k | 5% | Jun 2026 |
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| CFS Investment Advisory Services | 18k | $903k | 0% | Jun 2026 |
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| Raymond James Financial | 15k | $775k | -14% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 14k | $697k | 100% | Jun 2026 |
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| JDM Financial Group | 12k | $628k | -14% | Jun 2026 |
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| Gradient Investments | 12k | $614k | 0% | Jun 2026 |
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| Oasis Advisors | 11k | $574k | 100% | Jun 2026 |
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| Plum Street Advisors | 9.9k | $501k | -9% | Jun 2026 |
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| Bridgewater Advisors | 9.8k | $495k | 0% | Jun 2026 |
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| SmartHarvest Portfolios | 8.8k | $445k | 0% | Jun 2026 |
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| Jane Street | 8.7k | $443k | -51% | Jun 2026 |
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| Concurrent Investment Advisors | 8.6k | $438k | 0% | Jun 2026 |
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| Impact Partnership Wealth | 8.5k | $430k | -4% | Jun 2026 |
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| Benchmark Financial | 8.3k | $423k | 7% | Jun 2026 |
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| Adapt Wealth Advisors | 8.2k | $415k | 100% | Jun 2026 |
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| Patriot Financial Group Insurance Agency | 7.2k | $366k | -50% | Jun 2026 |
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| DiMeo Schneider & Associates | 6.5k | $329k | 1% | Jun 2026 |
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| Indivisible Partners | 6.0k | $304k | -11% | Jun 2026 |
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| Evolution Wealth Management | 5.9k | $299k | 100% | Jun 2026 |
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| Guild Investment Management | 5.5k | $279k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 4.7k | $238k | 100% | Jun 2026 |
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| Hrt Financial | 4.5k | $228k | 100% | Jun 2026 |
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| Kestra Advisory Services | 4.4k | $224k | 1% | Jun 2026 |
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| Inspire Advisors | 4.4k | $223k | -68% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 4.4k | $222k | 100% | Jun 2026 |
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| BlackRock | 1.7k | $84k | -76% | Jun 2026 |
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| Innovative Asset Advisors Group | 1.2k | $59k | 100% | Jun 2026 |
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| Richardson Financial Services | 908.00 | $46k | -20% | Jun 2026 |
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| Capital Investment Advisory Services | 660.00 | $34k | 0% | Jun 2026 |
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| Sunrise Financial Services | 595.00 | $30k | 0% | Jun 2026 |
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| 1620 Investment Advisors | 423.00 | $22k | 669% | Jun 2026 |
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| Advisor Group Holdings | 166.00 | $8.4k | 100% | Jun 2026 |
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| Jones Financial Companies, L.L | 57.00 | $2.9k | 100% | Jun 2026 |
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Who sold out of Ir M Taxawarebondbloxx Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CLS Investments | Mar 2026 | 13k | $633k |
| Flow Traders US | Mar 2026 | 11k | $547k |
| Catalyst Financial Partners | Mar 2026 | 7.2k | $363k |
| Ameritas Advisory Services | Mar 2026 | 538.00 | $27k |
| UBS Group | Mar 2026 | 114.00 | $5.8k |