BONDBLOXX IR+M TAX-AWARE MAS (TAXM) Institutional Shareholders
BONDBLOXX IR+M TAX-AWARE MAS (TAXM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $8.60M in TAXM holdings during the latest filing period.
Income Research & Management is currently the largest disclosed institutional shareholder of TAXM tracked by InsiderSet, reporting ownership valued at approximately $5.05M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.75M, representing an estimated loss of -5.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed TAXM value among the investors covered in this analysis. Major shareholders include Income Research & Management, Tanager Wealth Management Llp, Plum Street Advisors, Llc, and several other long-term asset managers with concentrated positions in BONDBLOXX IR+M TAX-AWARE MAS (TAXM).
This page ranks the largest institutional TAXM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Income Research & Management | 2.74% | 100,000 | $5,048,500 | $4,748,000 | -$300,500 | -5.95% | |
| Tanager Wealth Management Llp | 0.07% | 15,837 | $799,531 | $751,941 | -$47,590 | -5.95% | |
| Plum Street Advisors, Llc | 0.18% | 11,300 | $570,481 | $536,524 | -$33,957 | -5.95% | |
| Mayflower Financial Advisors, Llc | 0.04% | 9,955 | $502,578 | $472,663 | -$29,915 | -5.95% | |
| Goldman Sachs Group Inc | 0.00% | 6,961 | $351,426 | $330,508 | -$20,918 | -5.95% | |
| Rwa Wealth Partners, Llc | 0.00% | 6,606 | $333,504 | $313,653 | -$19,851 | -5.95% | |
| Janney Montgomery Scott Llc | 0.00% | 5,750 | $290,000 | $273,010 | -$16,990 | -5.86% | |
| Claro Advisors Inc. | 0.02% | 4,693 | $236,919 | $222,824 | -$14,095 | -5.95% | |
| Novem Group | 0.02% | 4,470 | $225,677 | $212,236 | -$13,441 | -5.96% | |
| Integrated Wealth Concepts Llc | 0.00% | 4,365 | $220,367 | $207,250 | -$13,117 | -5.95% | |
| Ubs Group Ag | 0.00% | 198 | $9,996 | $9,401 | -$595 | -5.95% | |
| 1620 Investment Advisors, Inc. | 0.01% | 195 | $9,845 | $9,259 | -$586 | -5.96% |
Frequently asked questions about TAXM
Who are the largest institutional holders of TAXM?
The largest institutional holders of TAXM reported in the latest SEC Form 13F filings include Income Research & Management, Tanager Wealth Management Llp, Plum Street Advisors, Llc, Mayflower Financial Advisors, Llc, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported TAXM position.
What is TAXM institutional ownership?
This page tracks TAXM positions reported by institutional investment managers through SEC Form 13F. BONDBLOXX IR+M TAX-AWARE MAS (TAXM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TAXM?
InsiderSet currently tracks 12 institutional managers reporting TAXM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TAXM shareholders.
How much TAXM stock do institutions own?
Institutional investment managers disclosed approximately $8.60M in TAXM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TAXM institutional ownership last updated?
The latest TAXM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TAXM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TAXM position after the reporting date.
Are institutions buying or selling TAXM?
Institutional buying and selling can be analyzed by comparing TAXM positions across consecutive 13F reporting periods. InsiderSet's TAXM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TAXM ownership changes.
How has TAXM institutional ownership changed over time?
InsiderSet tracks TAXM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.