DOSSIER · 13F Holders · Q2 2026
TAXM

BONDBLOXX ETF TRUST

12 institutions still hold BONDBLOXX ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C697·12 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$8M
visible holders
Holders
12
filers reporting
Concentration
60.76%
INCOME RESEARCH & MANAGEMENT #1
top holder share
AI Holders Summary · Q2 2026

12 institutions reported TAXM in Q2 2026. INCOME RESEARCH & MANAGEMENT leads at 60.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
INCOME RESEARCH & MANAGEMENT
CIK 0001165830
$5M100K2.74%Q2 2026
02
Tanager Wealth Management LLP
CIK 0001892929
$800K16K0.07%Q2 2026
03
Plum Street Advisors, LLC
CIK 0002068236
$570K11K0.18%Q2 2026
04
Mayflower Financial Advisors, LLC
CIK 0001852930
$503K10K0.04%Q2 2026
05
GOLDMAN SACHS GROUP INC
CIK 0000886982
$351K7K0.00%Q2 2026
06
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$334K7K0.00%Q2 2026
07
Claro Advisors LLC
CIK 0001764386
$237K5K0.02%Q2 2026
08
NOVEM GROUP
CIK 0001926783
$226K4K0.02%Q2 2026
09
Integrated Wealth Concepts LLC
CIK 0001737109
$220K4K0.00%Q2 2026
10
UBS Group AG
CIK 0001610520
$10K1980.00%Q2 2026
11
1620 INVESTMENT ADVISORS, INC.
CIK 0001907281
$10K1950.01%Q2 2026
12
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025