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 | 1.4M | $69M | 100% | Dec 2025 |
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| CWM | 352k | $18M | 4% | Dec 2025 |
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| Tanager Wealth Management | 230k | $12M | 22% | Mar 2026 |
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| One Capital Management | 202k | $10M | 1% | Dec 2025 |
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| Delos Wealth Advisors | 120k | $6.1M | 4% | Dec 2025 |
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| BCGM Wealth Management | 101k | $5.1M | 3% | Dec 2025 |
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| Income Research & Management | 100k | $5.1M | 0% | Mar 2026 |
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| Thrivent Financial for Lutherans | 90k | $4.6M | 100% | Dec 2025 |
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| Balance Wealth | 53k | $2.7M | 4% | Mar 2026 |
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| Cornerstone Advisors Asset Management | 49k | $2.5M | 100% | Dec 2025 |
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| Integrated Wealth Concepts | 47k | $2.4M | 38% | Dec 2025 |
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| Lake Street Financial | 43k | $2.2M | 3% | Mar 2026 |
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| Stifel Financial | 37k | $1.9M | 24% | Dec 2025 |
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| CLS Investments | 36k | $1.8M | 20% | Dec 2025 |
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| Oasis Advisors | 35k | $1.8M | 100% | Dec 2025 |
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| Nemes Rush Group | 31k | $1.6M | 75% | Mar 2026 |
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| Victory Financial Group | 29k | $1.5M | 20% | Dec 2025 |
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| Garrett Investment Advisors | 26k | $1.3M | 35% | Mar 2026 |
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| CFS Investment Advisory Services | 20k | $1.0M | 18% | Dec 2025 |
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| Commonwealth Equity Services | 20k | $996k | 100% | Dec 2025 |
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| Cetera Investment Advisers | 19k | $985k | -2% | Dec 2025 |
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| Sound Income Strategies | 19k | $975k | 1% | Dec 2025 |
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| Raymond James Financial | 18k | $905k | 13% | Dec 2025 |
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| JDM Financial Group | 16k | $808k | -10% | Dec 2025 |
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| Patriot Financial Group Insurance Agency | 14k | $723k | 100% | Mar 2026 |
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| Inspire Advisors | 14k | $717k | 134% | Dec 2025 |
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| Gradient Investments | 12k | $610k | 3% | Mar 2026 |
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| AE Wealth Management | 11k | $545k | -10% | Dec 2025 |
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| Laurel Oak Wealth Management | 10k | $503k | 100% | Mar 2026 |
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| Impact Partnership Wealth | 8.8k | $446k | 100% | Mar 2026 |
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| SmartHarvest Portfolios | 8.8k | $443k | 100% | Mar 2026 |
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| Buck Wealth Strategies | 8.8k | $444k | 100% | Dec 2025 |
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| Concurrent Investment Advisors | 8.6k | $436k | 100% | Mar 2026 |
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| Farther Finance Advisors | 8.3k | $420k | 51% | Mar 2026 |
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| Benchmark Financial | 7.8k | $392k | 100% | Mar 2026 |
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| Jane Street | 7.6k | $384k | 100% | Dec 2025 |
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| Catalyst Financial Partners | 7.2k | $364k | 0% | Dec 2025 |
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| DiMeo Schneider & Associates | 6.4k | $325k | 1% | Dec 2025 |
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| Kestra Advisory Services | 5.6k | $285k | 3% | Dec 2025 |
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| Guild Investment Management | 5.5k | $278k | 0% | Mar 2026 |
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| BlackRock | 4.7k | $241k | 0% | Dec 2025 |
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Who sold out of Ir M Taxawarebondbloxx Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Guardian Financial Partners | Dec 2025 | 5.3k | $268k |