BONDBLOXX ETF TRUST IR M TAXAWARE is a security (CUSIP 09789C721) tracked across SEC portfolio filings. 60 institutional managers reported $190.6M on Form 13F as of 2026-06-30.
Showing 15 of 60 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| EP Wealth Advisors, LLC | TORRANCE, CA | $77.4M | 1,530,325 |
| CWM, LLC | OMAHA, NE | $18.8M | 372,745 |
| Tanager Wealth Management LLP | Goring On Thames, X0 | $11.9M | 234,724 |
| One Capital Management, LLC | WESTLAKE VILLAGE, CA | $10.7M | 211,094 |
| Delos Wealth Advisors, LLC | DALLAS, TX | $6.7M | 133,399 |
| BCGM Wealth Management, LLC | LAFAYETTE, IN | $5.7M | 112,514 |
| INCOME RESEARCH & MANAGEMENT | Boston, MA | $4.9M | 97,000 |
| ASSETMARK, INC | CONCORD, CA | $4.4M | 86,147 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | BETHLEHEM, PA | $4.0M | 78,788 |
| AE Wealth Management LLC | TOPEKA, KS | $3.8M | 74,151 |
| Integrated Wealth Concepts LLC | WALTHAM, MA | $2.8M | 55,102 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | MARLTON, NJ | $2.5M | 49,631 |
| Pineridge Advisors LLC | ST. CHARLES, MO | $2.5M | 48,466 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $2.4M | 47,386 |
| Balance Wealth Partners LLC | WORTHINGTON, OH | $2.4M | 47,357 |