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Bondbloxx Ir+m Tax-Aware MAS (TAXM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Income Research & Management
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$4.7M (-$311.5K)
Filed 2026-10-21
Tanager Wealth Management LLP
INCREASED
Shares15,914 from 15,837
Change+77 (+0%)
Value$753.8K (-$45.7K)
Filed 2026-10-19
Claro Advisors Inc.
INCREASED
Shares5,009 from 4,693
Change+316 (+7%)
Value$237.3K (+$334)
Filed 2026-11-02
1620 Investment Advisors, Inc.
INCREASED
Shares610 from 195
Change+415 (+213%)
Value$28.9K (+$19.1K)
Filed 2026-11-04
Novem Group
CLOSED
Shares0 from 4,470
Change-4,470 (-100%)
Value$0 (-$225.7K)
Filed 2026-10-19
Plum Street Advisors, LLC
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 9,955
Change-9,955 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,961
Change-6,961 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 6,606
Change-6,606 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
UBS Group AG
N/A
Shares— from 198
Change-198 (-100%)
Value—
Status
Income Research & Management
UNCHANGED100,000100,00000%$5.0M$4.7M-$311.5K2026-10-21
Tanager Wealth Management LLP
INCREASED15,91415,837+77+0%$799.5K$753.8K-$45.7K2026-10-19
Claro Advisors Inc.
INCREASED5,0094,693+316+7%$236.9K$237.3K+$3342026-11-02
1620 Investment Advisors, Inc.
INCREASED610195+415+213%$9.8K$28.9K+$19.1K2026-11-04
Novem Group
CLOSED04,470-4,470-100%$225.7K$0-$225.7K2026-10-19
Plum Street Advisors, LLC
N/A—11,300-11,300-100%$570.5K———
Mayflower Financial Advisors, LLC
N/A—9,955-9,955-100%$502.6K———
Goldman Sachs Group Inc
N/A—6,961-6,961-100%$351.4K———
RWA Wealth Partners, LLC
N/A—6,606-6,606-100%$333.5K———
Janney Montgomery Scott LLC
N/A—5,750-5,750-100%$290.0K———
Integrated Wealth Concepts LLC
N/A—4,365-4,365-100%$220.4K———
UBS Group AG
N/A—198-198-100%$10.0K———
Showing 12 of 12 institutions