BONDBLOXX IR+M TAX-AWARE MAS (TAXM) Institutional Ownership and Insiders Activity
BONDBLOXX IR+M TAX-AWARE MAS (TAXM) is widely held by institutional investors, with 12 firms reporting positions valued at approximately $8.60M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Income Research & Management is the largest disclosed holder, reporting approximately $5.05M in TAXM holdings in its latest filing.
Institutional ownership remains highly concentrated, with Income Research & Management representing the majority of disclosed value.
Institutional Holders
12
Total Reported Value
$8.60M
Largest Holder
Income Research & Management
Largest Position
$5.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
6
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
- Income Research & Management$5.05M
- Tanager Wealth Management Llp$799,531
- Plum Street Advisors, Llc$570,481
- Mayflower Financial Advisors, Llc$502,578
- Goldman Sachs Group Inc$351,426