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
Download as csv
Download as Excel
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 | 1.5M | $77M | 13% | Mar 2026 |
|
| CWM | 352k | $18M | 4% | Dec 2025 |
|
| Tanager Wealth Management | 230k | $12M | 22% | Mar 2026 |
|
| One Capital Management | 211k | $11M | 5% | Mar 2026 |
|
| Delos Wealth Advisors | 133k | $6.7M | 11% | Mar 2026 |
|
| BCGM Wealth Management | 108k | $5.5M | 7% | Mar 2026 |
|
| Income Research & Management | 100k | $5.1M | 0% | Mar 2026 |
|
| Assetmark | 80k | $4.0M | 100% | Mar 2026 |
|
| Cornerstone Advisors Asset Management | 79k | $4.0M | 60% | Mar 2026 |
|
| Integrated Wealth Concepts | 55k | $2.8M | 18% | Mar 2026 |
|
| Balance Wealth | 53k | $2.7M | 4% | Mar 2026 |
|
| AE Wealth Management | 50k | $2.5M | 365% | Mar 2026 |
|
| Envestnet Asset Management | 48k | $2.4M | 100% | Mar 2026 |
|
| Lake Street Financial | 43k | $2.2M | 3% | Mar 2026 |
|
| Mml Investors Services | 42k | $2.1M | 100% | Mar 2026 |
|
| Stifel Financial | 37k | $1.9M | 0% | Mar 2026 |
|
| Victory Financial Group | 31k | $1.6M | 7% | Mar 2026 |
|
| Nemes Rush Group | 31k | $1.6M | 75% | Mar 2026 |
|
| Garrett Investment Advisors | 26k | $1.3M | 35% | Mar 2026 |
|
| Commonwealth Equity Services | 22k | $1.1M | 12% | Mar 2026 |
|
| Citadel Advisors | 19k | $949k | 100% | Mar 2026 |
|
| Cetera Investment Advisers | 18k | $913k | -7% | Mar 2026 |
|
| Raymond James Financial | 18k | $905k | 13% | Dec 2025 |
|
| CFS Investment Advisory Services | 18k | $903k | -10% | Mar 2026 |
|
| Jane Street | 18k | $895k | 134% | Mar 2026 |
|
| JDM Financial Group | 14k | $726k | -10% | Mar 2026 |
|
| Patriot Financial Group Insurance Agency | 14k | $723k | 100% | Mar 2026 |
|
| Inspire Advisors | 14k | $701k | -2% | Mar 2026 |
|
| Buck Wealth Strategies | 13k | $637k | 44% | Mar 2026 |
|
| CLS Investments | 13k | $633k | -65% | Mar 2026 |
|
| Gradient Investments | 12k | $610k | 3% | Mar 2026 |
|
| Flow Traders US | 11k | $547k | 100% | Mar 2026 |
|
| Laurel Oak Wealth Management | 10k | $503k | 100% | Mar 2026 |
|
| Impact Partnership Wealth | 8.8k | $446k | 100% | Mar 2026 |
|
| SmartHarvest Portfolios | 8.8k | $443k | 100% | Mar 2026 |
|
| Concurrent Investment Advisors | 8.6k | $436k | 100% | Mar 2026 |
|
| Farther Finance Advisors | 8.3k | $420k | 51% | Mar 2026 |
|
| Benchmark Financial | 7.8k | $392k | 100% | Mar 2026 |
|
| Catalyst Financial Partners | 7.2k | $363k | 0% | Mar 2026 |
|
| Indivisible Partners | 6.8k | $342k | 100% | Mar 2026 |
|
| BlackRock | 6.7k | $341k | 42% | Mar 2026 |
|
| DiMeo Schneider & Associates | 6.4k | $326k | 1% | Mar 2026 |
|
| Guild Investment Management | 5.5k | $278k | 0% | Mar 2026 |
|
| Kestra Advisory Services | 4.4k | $222k | -22% | Mar 2026 |
|
| Richardson Financial Services | 1.1k | $58k | 100% | Mar 2026 |
|
| Capital Investment Advisory Services | 660.00 | $33k | 100% | Mar 2026 |
|
| Sunrise Financial Services | 595.00 | $30k | 100% | Mar 2026 |
|
| Ameritas Advisory Services | 538.00 | $27k | 100% | Mar 2026 |
|
| UBS Group | 114.00 | $5.8k | 100% | Mar 2026 |
|
| 1620 Investment Advisors | 55.00 | $2.8k | 100% | Mar 2026 |
|
| Sound Income Strategies | 1.00 | $40.000000 | -100% | Mar 2026 |
|
Who sold out of Ir M Taxawarebondbloxx Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2025 | 90k | $4.6M |
| Oasis Advisors | Dec 2025 | 35k | $1.8M |
| Guardian Financial Partners | Dec 2025 | 5.3k | $268k |
| Jpmorgan Chase & Co | Sep 2025 | 3.4k | $174k |