BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX) Institutional Ownership $50.63 +0.04 (+0.08%) As of 02/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX)Number ofInstitutional Buyers(last 12 months)18TotalInstitutional Inflows(last 12 months)$69.60MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$1.41M Get TAXX Insider Trade Alerts Want to know when executives and insiders are buying or selling BondBloxx IR+M Tax-Aware Short Duration ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data TAXX Institutional Buying and Selling by Quarter BondBloxx IR+M Tax-Aware Short Duration ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/18/2025 JDM Financial Group LLC23,790$1.20M0.6%-2.6%0.820% 2/17/2025 Fullcircle Wealth LLC9,600$485K0.2%+11.6%0.906% 2/17/2025 EP Wealth Advisors LLC500,615$25.22M0.2%+370.8%47.228% 2/14/2025 Jane Street Group LLC11,896$599K0.0%-26.7%1.122% 2/14/2025 Integrated Wealth Concepts LLC11,819$595K0.0%N/A1.115% 2/12/2025 Delos Wealth Advisors LLC120,181$6.05M4.8%+4,565.4%11.338% 2/12/2025 Orion Portfolio Solutions LLC9,201$463K0.0%-53.9%0.868% 2/11/2025 M Holdings Securities Inc.632$32K0.0%-94.9%0.060% 2/10/2025 Thrivent Financial for Lutherans4,917$248K0.0%N/A0.464% 2/10/2025 Blume Capital Management Inc.7,450$375K0.1%N/A0.703% Get the Latest News and Ratings for TAXX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for BondBloxx IR+M Tax-Aware Short Duration ETF and its competitors with MarketBeat's FREE daily newsletter. 2/10/2025 Farther Finance Advisors LLC3,500$176K0.0%N/A0.330% 2/6/2025 One Capital Management LLC177,632$8.95M0.3%+9.2%16.758% 2/4/2025 BCGM Wealth Management LLC68,177$3.43M1.1%+7.6%6.432% 1/27/2025 Tanager Wealth Management LLP109,963$5.55M0.7%+278.5%10.374% 1/21/2025 CFS Investment Advisory Services LLC7,849$395K0.0%+68.3%0.740% 1/15/2025 Guardian Financial Partners LLC30,151$1.52M0.9%+13.1%2.844% 11/18/2024 JDM Financial Group LLC24,425$1.24M0.7%-2.0%2.304% 11/15/2024 Delos Wealth Advisors LLC2,576$131K0.1%N/A0.243% 11/15/2024 Orion Portfolio Solutions LLC19,967$1.01M0.0%N/A1.884% 11/15/2024 EP Wealth Advisors LLC106,325$5.40M0.0%N/A10.031% 11/15/2024 Jane Street Group LLC16,239$825K0.0%N/A1.532% 11/12/2024 M Holdings Securities Inc.12,440$632K0.2%N/A1.174% 11/12/2024 CFS Investment Advisory Services LLC4,664$237K0.0%N/A0.440% 11/6/2024 BCGM Wealth Management LLC63,336$3.22M1.0%N/A5.975% 10/29/2024 Fullcircle Wealth LLC8,600$435K0.2%N/A0.811% 10/28/2024 Catalyst Financial Partners LLC12,176$618K0.1%N/A1.149% 10/23/2024 Tanager Wealth Management LLP29,052$1.48M0.2%+339.6%2.741% 10/8/2024 CWM LLC196,562$9.98M0.0%N/A18.544% 8/9/2024 One Capital Management LLC159,428$7.99M0.3%N/A15.040% 7/25/2024 Tanager Wealth Management LLP6,608$331K0.0%N/A0.623% 4/25/2024 Income Research & Management100,000$5M3.4%N/A9.709% (Data available from 1/1/2016 forward) TAXX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of TAXX shares? During the previous two years, 19 institutional investors and hedge funds held shares of BondBloxx IR+M Tax-Aware Short Duration ETF. The most heavily invested institutionals were EP Wealth Advisors LLC ($25.22M), CWM LLC ($9.98M), One Capital Management LLC ($8.95M), Delos Wealth Advisors LLC ($6.05M), Tanager Wealth Management LLP ($5.55M), Income Research & Management ($5M), and BCGM Wealth Management LLC ($3.43M).Learn more on TAXX's institutional investors. Which institutional investors have been buying BondBloxx IR+M Tax-Aware Short Duration ETF stock? Of the 18 institutional investors that purchased BondBloxx IR+M Tax-Aware Short Duration ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: EP Wealth Advisors LLC ($500.62K), CWM LLC ($196.56K), One Capital Management LLC ($174.45K), Delos Wealth Advisors LLC ($120.18K), Tanager Wealth Management LLP ($109.96K), Income Research & Management ($100K), and BCGM Wealth Management LLC ($68.18K). How much institutional buying is happening at BondBloxx IR+M Tax-Aware Short Duration ETF? Institutional investors have bought a total of 1,379,401 shares in the last 24 months. This purchase volume represents approximately $69.60M in transactions. Which BondBloxx IR+M Tax-Aware Short Duration ETF major shareholders have been selling company stock? The following institutional investors have sold BondBloxx IR+M Tax-Aware Short Duration ETF stock in the last 24 months: M Holdings Securities Inc. ($11.81K), Orion Portfolio Solutions LLC ($10.77K), Jane Street Group LLC ($4.34K), and JDM Financial Group LLC ($1.13K). How much institutional selling is happening at BondBloxx IR+M Tax-Aware Short Duration ETF? Institutional investors have sold a total of 28,048 shares in the last 24 months. This volume of shares sold represents approximately $1.41M in transactions. Related Companies Regan Floating Rate MBS ETF Institutional Ownership Avantis Core Municipal Fixed Income ETF Institutional Ownership FlexShares Core Select Bond Fund Institutional Ownership F/m 3-Year Investment Grade Corporate Bond ETF Institutional Ownership Invesco BulletShares 2030 Municipal Bond ETF Institutional Ownership F/m 2-Year Investment Grade Corporate Bond ETF Institutional Ownership ClearShares Ultra-Short Maturity ETF Institutional Ownership Invesco BulletShares 2028 Municipal Bond ETF Institutional Ownership Invesco BulletShares 2034 Corporate Bond ETF Institutional Ownership WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Institutional Ownership This page (NYSEARCA:TAXX) was last updated on 2/22/2025 by MarketBeat.com Staff From Our PartnersThe Real Hillbilly ElegyThe mountains of Appalachia are incredible to behold. 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