TAXX · Insider trading · 13F holders · Congress trades
Bondbloxx ETF Trust (TAXX)
Who is buying and selling TAXX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 13
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
TAXX at a glance
- No open-market insider purchases or sales of TAXX were filed in the last 90 days.
- 13 13F filers hold TAXX among their 50 largest positions, worth $124.0M combined. The biggest bets by portfolio weight are Delos Wealth Advisors, LLC (4.1%), Income Research & Management (3.0%) and BCGM Wealth Management, LLC (1.2%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in TAXX.
TAXX insider trading
No open-market insider purchases or sales of TAXX were filed in the last 90 days.
Who owns TAXX? Hedge funds and superinvestors
13 13F filers hold TAXX among their 50 largest positions, worth $124.0M combined. The biggest bets by portfolio weight are Delos Wealth Advisors, LLC (4.1%), Income Research & Management (3.0%) and BCGM Wealth Management, LLC (1.2%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLCWealth manager | 0.3% | $79.6M | 1,569,326 | +2.5% shares | Q2 2026 |
| Tanager Wealth Management LLPWealth manager | 1.0% | $11.8M | 236,610 | +0.8% shares | Q3 2026 |
| Delos Wealth Advisors, LLCWealth manager | 4.1% | $8.1M | 158,765 | +19.0% shares | Q2 2026 |
| BCGM Wealth Management, LLCWealth manager | 1.2% | $5.7M | 112,514 | +4.2% shares | Q2 2026 |
| Income Research & ManagementInstitutional asset manager | 3.0% | $4.8M | 97,000 | +0.0% shares | Q3 2026 |
| Cornerstone Advisors Asset Management, LLCInstitutional asset manager | 0.5% | $4.0M | 78,788 | +0.0% shares | Q2 2026 |
| Laurel Oak Wealth Management, LLCWealth manager | 0.4% | $3.0M | 60,501 | — | Q3 2026 |
| Sweeney & Michel, LLCWealth manager | 0.8% | $3.0M | 59,325 | +57.9% shares | Q3 2026 |
| Balance Wealth Partners LLCWealth manager | 0.5% | $2.0M | 39,814 | -15.9% shares | Q3 2026 |
| Oasis Advisors, LLCWealth manager | 0.3% | $713K | 14,313 | +26.5% shares | Q3 2026 |
| JDM Financial Group LLCWealth manager | 0.2% | $628K | 12,375 | -13.8% shares | Q2 2026 |
| Benchmark Financial, LLCWealth manager | 0.3% | $379K | 7,607 | -8.7% shares | Q3 2026 |
| Guild Investment Management, Inc.Wealth manager | 0.2% | $279K | 5,500 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 7, Q2 2026: 6). Screen TAXX in the grand portfolio →
TAXX stock trades by members of Congress
No member of Congress has disclosed a trade in TAXX.
TAXX questions and answers
Are insiders buying TAXX stock?
No open-market insider purchases or sales of TAXX were filed in the last 90 days.
Which hedge funds own TAXX?
13 13F filers hold TAXX among their 50 largest positions, worth $124.0M combined. The biggest bets by portfolio weight are Delos Wealth Advisors, LLC (4.1%), Income Research & Management (3.0%) and BCGM Wealth Management, LLC (1.2%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded TAXX?
No member of Congress has disclosed a trade in TAXX.
Who is the largest holder of TAXX?
Among 13F filers, EP Wealth Advisors, LLC reports the largest TAXX position, $79.6M (1,569,326 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Delos Wealth Advisors, LLC's: 4.1% of its portfolio.
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