Bondbloxx ETF Trust (TAXM): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow TAXM for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 12

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$50.48

+1.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of TAXM (all 13F filers)

Income Research & Management100 KInvestment firm0
Tanager Wealth Management LLP16 KWealth adviser+9,487
Plum Street Advisors11 KType not verified−3,056
Mayflower Financial Advisors9,955Type not verified+9,955
Goldman Sachs Group6,961Bank or trading desk+1,300
RWA Wealth Partners6,606Wealth adviser+6,606
Janney Montgomery Scott5,750Wealth adviser+5,750
Claro Advisors4,693Type not verified+489
Novem Group4,470Type not verified+4,470
Integrated Wealth Concepts4,365Wealth adviser+4,365

Filer	Type
Income Research & Management	Investment firm	100 K	0	$5.0M
Tanager Wealth Management LLP	Wealth adviser	16 K	+9,487	$800K
Plum Street Advisors	Type not verified	11 K	−3,056	$570K
Mayflower Financial Advisors	Type not verified	9,955	+9,955	$503K
Goldman Sachs Group	Bank or trading desk	6,961	+1,300	$351K
RWA Wealth Partners	Wealth adviser	6,606	+6,606	$334K
Janney Montgomery Scott	Wealth adviser	5,750	+5,750	$290K
Claro Advisors	Type not verified	4,693	+489	$237K
Novem Group	Type not verified	4,470	+4,470	$226K
Integrated Wealth Concepts	Wealth adviser	4,365	+4,365	$220K

Income Research & Management
Shares
100 K
Change
0
See more
Type
Investment firm
Value
$5.0M
Tanager Wealth Management LLP
Shares
16 K
Change
+9,487
See more
Type
Wealth adviser
Value
$800K
Plum Street Advisors
Shares
11 K
Change
−3,056
See more
Type
Type not verified
Value
$570K
Mayflower Financial Advisors
Shares
9,955
Change
+9,955
See more
Type
Type not verified
Value
$503K
Goldman Sachs Group
Shares
6,961
Change
+1,300
See more
Type
Bank or trading desk
Value
$351K
RWA Wealth Partners
Shares
6,606
Change
+6,606
See more
Type
Wealth adviser
Value
$334K
Janney Montgomery Scott
Shares
5,750
Change
+5,750
See more
Type
Wealth adviser
Value
$290K
Claro Advisors
Shares
4,693
Change
+489
See more
Type
Type not verified
Value
$237K
Novem Group
Shares
4,470
Change
+4,470
See more
Type
Type not verified
Value
$226K
Integrated Wealth Concepts
Shares
4,365
Change
+4,365
See more
Type
Wealth adviser
Value
$220K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗