Vault-13

BONDBLOXX ETF TRUST TAXM

IR M TAX AWARE · ETP · CUSIP 09789C697

12 institutional holders +5 vs Q1 2026
170,330170.3k shares reported held*
$8.6mreported value*
6 new 4 added 1 reduced 1 sold out net bought ≈ $1.6m (+32.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $50.48.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q1 25: 4Q2 25: 4Q3 25: 3Q4 25: 5Q1 26: 7Q2 26: 1212Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20254
Q2 20254
Q3 20253
Q4 20255
Q1 20267
Q2 202612

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q2 25: 1 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 4 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 4 bought or addedQ1 26: 3 cut or sold outQ1 26Q2 26: 10 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 202512
Q3 202511
Q4 202540
Q1 202643
Q2 2026102

Biggest buyers

Mayflower Financial Advisors, LLC New +9,955+10.0k
Tanager Wealth Management LLP Added +9,487+9.5k
RWA WEALTH PARTNERS, LLC New +6,606+6.6k
Janney Montgomery Scott LLC New +5,750+5.8k
NOVEM GROUP New +4,470+4.5k
Integrated Wealth Concepts LLC New +4,365+4.4k
GOLDMAN SACHS GROUP INC Added +1,300+1.3k
Claro Advisors Inc. Added +489+489
UBS Group AG New +198+198
1620 INVESTMENT ADVISORS, INC. Added +145+145

Biggest sellers

CITADEL ADVISORS LLC Sold out -7,289-7.3k
Plum Street Advisors, LLC Reduced -3,056-3.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 INCOME RESEARCH & MANAGEMENT 2.74% of their portfolio Boston, MA 100,000100.0k $5.0m $5.0m 2.74% Unchanged
2 Tanager Wealth Management LLP 0.07% of their portfolio Goring On Thames, X0 15,83715.8k $799.5k $799.5k 0.07% Added +9.5k +9,487
3 Plum Street Advisors, LLC 0.18% of their portfolio NEW ORLEANS, LA 11,30011.3k $570.5k $570.5k 0.18% Reduced -3.1k -3,056
4 Mayflower Financial Advisors, LLC 0.04% of their portfolio BOSTON, MA 9,95510.0k $502.6k $502.6k 0.04% New
5 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,9617.0k $351.4k $351.4k 0.00% Added +1.3k +1,300
6 RWA WEALTH PARTNERS, LLC 0.00% of their portfolio BOSTON, MA 6,6066.6k $333.5k $333.5k 0.00% New
7 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,7505.8k $290.0k $290.0k 0.00% New
8 Claro Advisors Inc. 0.02% of their portfolio BOSTON, MA 4,6934.7k $236.9k $236.9k 0.02% Added +489 +489
9 NOVEM GROUP 0.02% of their portfolio Rochester, NY 4,4704.5k $225.7k $225.7k 0.02% New
10 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 4,3654.4k $220.4k $220.4k 0.00% New
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 198198 $10.0k $10.0k 0.00% New
12 1620 INVESTMENT ADVISORS, INC. 0.01% of their portfolio PLYMOUTH, MA 195195 $9.8k $9.8k 0.01% Added +145 +145