# BONDBLOXX ETF TRUST IR M TAXAWARE

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.

## Summary

- Issuer: BONDBLOXX ETF TRUST
- Class: IR M TAXAWARE
- CUSIP: 09789C721
- 13F holders: 60
- 13F value: $190.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 60 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [EP Wealth Advisors, LLC](https://search.stillhousedata.com/firm/111147) | TORRANCE, CA | $77.4M | 1,530,325 |
| CWM, LLC | OMAHA, NE | $18.8M | 372,745 |
| [Tanager Wealth Management LLP](https://search.stillhousedata.com/firm/166084) | Goring On Thames, X0 | $11.9M | 234,724 |
| [One Capital Management, LLC](https://search.stillhousedata.com/firm/114861) | WESTLAKE VILLAGE, CA | $10.7M | 211,094 |
| [Delos Wealth Advisors, LLC](https://search.stillhousedata.com/firm/300734) | DALLAS, TX | $6.7M | 133,399 |
| [BCGM Wealth Management, LLC](https://search.stillhousedata.com/firm/306757) | LAFAYETTE, IN | $5.7M | 112,514 |
| INCOME RESEARCH & MANAGEMENT | Boston, MA | $4.9M | 97,000 |
| [ASSETMARK, INC](https://search.stillhousedata.com/firm/109018) | CONCORD, CA | $4.4M | 86,147 |
| [CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/138638) | BETHLEHEM, PA | $4.0M | 78,788 |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $3.8M | 74,151 |
| [Integrated Wealth Concepts LLC](https://search.stillhousedata.com/firm/284656) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/09789C721.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.