BONDBLOXX IR+M TAX-AWARE MAS (TAXM) Institutional Ownership Changes & 13F Activity
BONDBLOXX IR+M TAX-AWARE MAS (TAXM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mayflower Financial Advisors, Llc, Tanager Wealth Management Llp, Citadel Advisors Llc, Rwa Wealth Partners, Llc, and Janney Montgomery Scott Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +4,365 | — | 4,365 | $220.37K | Q2 2026 | Sep 09, 2026 |
| Goldman Sachs Group Inc | Buy | +1,300 | +23.0% | 6,961 | $351.43K | Q2 2026 | Aug 14, 2026 |
| Plum Street Advisors, Llc | Sell | -3,056 | -21.3% | 11,300 | $570.48K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +198 | — | 198 | $10.00K | Q2 2026 | Aug 13, 2026 |
| Rwa Wealth Partners, Llc | Buy | +6,606 | — | 6,606 | $333.50K | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Buy | +5,750 | — | 5,750 | $290.00K | Q2 2026 | Aug 05, 2026 |
| Claro Advisors Inc. | Buy | +489 | +11.6% | 4,693 | $236.92K | Q2 2026 | Jul 30, 2026 |
| Tanager Wealth Management Llp | Buy | +9,487 | +149.4% | 15,837 | $799.53K | Q2 2026 | Jul 23, 2026 |
| Novem Group | Buy | +4,470 | — | 4,470 | $225.68K | Q2 2026 | Jul 21, 2026 |
| 1620 Investment Advisors, Inc. | Buy | +145 | +290.0% | 195 | $9.85K | Q2 2026 | Jul 14, 2026 |
| Mayflower Financial Advisors, Llc | Buy | +9,955 | — | 9,955 | $502.58K | Q2 2026 | Jul 09, 2026 |
| Citadel Advisors Llc | Sell | -7,289 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about TAXM activity
Which institutional owners are buying TAXM?
Institutional owners buying TAXM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TAXM activity?
"Buy" means an investor increased their reported position in TAXM compared to the prior reporting period. This reflects growing exposure to BONDBLOXX IR+M TAX-AWARE MAS (TAXM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TAXM increasing?
Institutional interest in TAXM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.