BONDBLOXX ETF TRUST

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TAXX·09789C721·US·ETF·Unknown - Unknown

TAXX (BONDBLOXX ETF TRUST) is held by 18 institutional investors as of Q1 2026. Largest holders: EP Wealth Advisors, LLC ($77.4M), ASSETMARK, INC ($4M), Integrated Wealth Concepts LLC ($2.8M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (18)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
EP Wealth Advisors, LLC	Increased	1.5M(+12.9%)	$77.4M	0.4%	+1.76%	40
ASSETMARK, INC	New	79,673	$4M	0.0%	-0.45%	37
IWIntegrated Wealth Concepts LLC	Increased	55,102(+18.1%)	$2.8M	0.0%	+1.91%	31
AE Wealth Management LLC	Increased	50,001(+365.1%)	$2.5M	0.0%	-0.19%	42
ENVESTNET ASSET MANAGEMENT INC	New	48,170	$2.4M	0.0%	-0.45%	36
MML INVESTORS SERVICES, LLC	New	41,921	$2.1M	0.0%	-0.45%	36
STIFEL FINANCIAL CORP	Increased	37,328(+0.2%)	$1.9M	0.0%	+1.25%	26
COMMONWEALTH EQUITY SERVICES, LLC	Increased	21,997(+12.0%)	$1.1M	0.0%	+0.16%	28
CITADEL ADVISORS LLC	New	18,775	$949,170	0.0%	-0.45%	35
Cetera Investment Advisers	Decreased	18,056(-7.1%)	$912,835	0.0%	+0.80%	0
RAYMOND JAMES FINANCIAL INC	Unchanged	17,846	$902,204	0.0%	+0.79%	0
JANE STREET GROUP, LLC	Increased	17,697(+133.5%)	$894,672	0.0%	-0.16%	40
OPOrion Porfolio Solutions, LLC	Decreased	12,522(-65.3%)	$633,037	0.0%	+1.61%	0
JPMORGAN CHASE & CO	Increased	8,501(+21.9%)	$429,386	0.0%	+0.34%	20
Farther Finance Advisors, LLC	Increased	8,316(+50.8%)	$420,291	0.0%	+1.85%	33
BlackRock, Inc.	Increased	6,745(+42.1%)	$340,993	0.0%	+1.84%	22
Kestra Advisory Services, LLC	Decreased	4,394(-21.9%)	$222,118	0.0%	+0.78%	0
UBS Group AG	New	114	$5,763	0.0%	-0.45%	24

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer