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Bondbloxx Ir+m Tax-Aware MAS (TAXM)

CUSIP: 09789C697 | NYSE | 16 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Income Research & Management100,000
2.9% of portfolio›$4.7M
Tanager Wealth Management LLP15,914
0.1% of portfolio›$753.8K
Claro Advisors Inc.5,009
0.0% of portfolio›$237.3K
1620 Investment Advisors, Inc.610
0.0% of portfolio›$28.9K
StyleTurnoverLocationFiled
Income Research & Management
100,000$4.7M2.9%N/AN/ABoston, MA2026-10-21
Tanager Wealth Management LLP
15,914$753.8K0.1%ETFLowGoring On Thames, United Kingdom2026-10-19
Claro Advisors Inc.
5,009$237.3K0.0%CoreLowBoston, MA2026-11-02
1620 Investment Advisors, Inc.
610$28.9K0.0%ValueLowPlymouth, MA2026-11-04