6 institutions reported holding $6.8M of BONDBLOXX ETF TRUST (TAXM) in SEC 13F filings for 2026-06-30. Largest institutional holders: INCOME RESEARCH & MANAGEMENT ($5.0M), Tanager Wealth Management LLP ($799,531), Mayflower Financial Advisors, LLC ($502,578), Claro Advisors LLC ($236,919), NOVEM GROUP ($225,677). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INCOME RESEARCH & MANAGEMENT | $5.0M | 100,000 | Hold |
| 2 | Tanager Wealth Management LLP | $799,531 | 15,837 | Added |
| 3 | Mayflower Financial Advisors, LLC | $502,578 | 9,955 | New |
| 4 | Claro Advisors LLC | $236,919 | 4,693 | Added |
| 5 | NOVEM GROUP | $225,677 | 4,470 | New |
| 6 | 1620 INVESTMENT ADVISORS, INC. | $9,845 | 195 | Added |
Source: SEC Form 13F filings · as of 2026-06-30