TAXX — BONDBLOXX ETF TRUST

Ownership history in Tanager Wealth Management LLP  ·  7 quarters on record

This page tracks every 13F SEC filing in which Tanager Wealth Management LLP reported a position in BONDBLOXX ETF TRUST (TAXX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.96% (2025 Q3)
Avg. % of fund
0.65%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 189,214 +9,781 +5.5% 0.96% $9.6M $50.39
2025 Q3 ADDED 179,433 +44,084 +32.6% 0.96% $9.1M $50.00
2025 Q2 ADDED 135,349 +11,431 +9.2% 0.81% $6.9M $49.61
2025 Q1 ADDED 123,918 +13,955 +12.7% 0.82% $6.3M $48.69
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% of Fund (quarterly)    TAXX price (monthly, adj. close)

Other funds also holding TAXX

As of 2025 Q4 — sorted by position size

Delos Wealth Advisors, LLC 3Y 4.02% INCOME RESEARCH & MANAGEMENT 3Y 7Y 2.66% BCGM Wealth Management, LLC 3Y 1.31% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 0.41% EP Wealth Advisors, LLC 3Y 7Y 0.36% JDM Financial Group LLC 3Y 0.31% One Capital Management, LLC 3Y 7Y 0.31% LAKE STREET PRIVATE WEALTH, LLC 3Y 0.26% Guild Investment Management, Inc. 3Y 7Y 0.21% Guardian Financial Partners, LLC 3Y 0.11%
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