CUSIP 09789C721IR M TAXAWARETAXXQ4 2025
Aggregate 13F value by quarter
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39 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ep Wealth Advisors, LLC | 1.36M | $68.76M | +761.9K | Added |
| 2 | One Capital Management, LLC | 201.9K | $10.24M | +2.1K | Added |
| 3 | Tanager Wealth Management LLP | 189.2K | $9.60M | +9.8K | Added |
| 4 | Delos Wealth Advisors, LLC | 120.2K | $6.10M |
| +4.9K |
| Added |
| 5 | Bcgm Wealth Management, LLC | 101.1K | $5.13M | +2.6K | Added |
| 6 | Income Research & Management | 100.0K | $5.07M | 0 | Held |
| 7 | Balance Wealth, LLC | 50.7K | $2.57M | −3.1K | Reduced |
| 8 | Cornerstone Advisors Asset Management, LLC | 49.2K | $2.50M | +49.2K | New |
| 9 | Integrated Wealth Concepts LLC | 46.6K | $2.37M | +12.9K | Added |
| 10 | Lake Street Private Wealth, LLC | 41.8K | $2.12M | +24.6K | Added |
See every fund holding Bondbloxx ETF Trust, with full quarter-over-quarter share changes.
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