Question 1

How many institutions own TAXM stock?

Accepted Answer

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own TAXM shares is N/A, representing N/A of the company's common stock.

Question 2

Who are the major shareholders selling BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents stock?

Accepted Answer

PLUM STREET ADVISORS, LLC, in the last quarter, reduced its stake in TAXM by -21.29% restricting it's holding to 11.3 thousand shares of worth nearly $570.48K. CITADEL ADVISORS LLC also lessened -100% of the TAXM shares from its portfolio, reducing its holding to 0 shares of worth -. JANE STREET GROUP, LLC also shunned TAXM shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Question 3

Investors who are buying TAXM stock?

Accepted Answer

As per its latest 13F filing, GOLDMAN SACHS GROUP INC increased its stake in TAXM by 22.96% in the last quarter. The institutional holder raised its holding to 6.96 thousand shares having worth more than $351.43K. NOVEM GROUP also added 100% more shares of TAXM to its portfolio, raising its holding to 4.47 thousand shares of worth $225.68K. INTEGRATED WEALTH CONCEPTS LLC also increased its TAXM shares holding by 100% which brought its holding to 4.37 thousand shares worth $220.37K.

Question 4

TAXM's major insiders: who are they?

Accepted Answer

The insider with the most stakes in TAXM is N/A , N/A at the company. Additionally, TAXM stock is highly held by N/A N/A and N/A N/A among others.

Question 5

Did an insider recently sell TAXM stock?

Accepted Answer

Company executives, directors, and other insiders own N/A percent of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents's stock. Within the last six months, there have been 0 transaction(s) in which TAXM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Question 6

Which insider recently purchased TAXM stock?

Accepted Answer

There have been 0 transaction(s) during the past 6-months in which BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents insiders have bought stock, totalling 0 shares

Question 7

How much of TAXM does insiders own?

Accepted Answer

Around 0 BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents shares are held by insiders, which represents about N/A of TAXM stock.

Question 8

Who is the insider with the largest stake?

Accepted Answer

TAXM N/A, N/A holds the largest portfolio of the company's shares. TAXM shares owned by N/A total nearly -.

Question 9

Which institution holds the most shares in TAXM?

Accepted Answer

PLUM STREET ADVISORS, LLC is the largest institutional owner in TAXM which holds 11.3 thousand shares worth $570.48K or 4.01% of the total TAXM shares outstanding followed by GOLDMAN SACHS GROUP INC with ownership of 6.96 thousand shares representing 2.47% of the TAXM ownership. NOVEM GROUP is the third largest stakeholder with 4.47 thousand shares or 1.59% of the ownership worth more than $225.68K.

Question 10

Is BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents stock optionable?

Accepted Answer

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the TAXM is concerned, it is a stock which is not optionable.

Question 11

Is there a short position on TAXM's shares?

Accepted Answer

Number of TAXM shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

Question 12

About how many outstanding TAXM shares are there?

Accepted Answer

As of today, null shares of TAXM are outstanding.

Question 13

Is there many float in TAXM stock?

Accepted Answer

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, TAXM has null shares in float.

Question 14

TAXM short ratio: what is it?

Accepted Answer

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for TAXM is null.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	PLUM STREET ADVISORS, LLC	4.01%	11.3K	570.48K	-3.06K	-21.29%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	2.47%	6.96K	351.43K	1.3K	+22.96%
Jun 30, 2026	NOVEM GROUP	1.59%	4.47K	225.68K	4.47K	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.55%	4.37K	220.37K	4.37K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.07%	198	10K	198	+100.00%
Jun 30, 2026	1620 INVESTMENT ADVISORS, INC.	0.07%	195	9.85K	145	+290.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0%	0	-	-7.29K	-100.00%
Jun 30, 2026	INCOME RESEARCH & MANAGEMENT	35.53%	100K	5.05M	0	0
Jun 30, 2026	TANAGER WEALTH MANAGEMENT LLP	5.63%	15.84K	799.53K	9.49K	+149.40%
Jun 30, 2026	MAYFLOWER FINANCIAL ADVISORS, LLC	3.54%	9.96K	502.58K	9.96K	+100.00%
Jun 30, 2026	ADVISER INVESTMENTS LLC	2.35%	6.61K	333.5K	6.61K	+100.00%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	2.04%	5.75K	290K	5.75K	+100.00%
Jun 30, 2026	CLARO ADVISORS LLC	1.67%	4.69K	236.92K	489	+11.63%
Mar 31, 2026	TANAGER WEALTH MANAGEMENT LLP	2.26%	6.35K	316.43K	6.35K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-18.99K	-100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	2.01%	5.66K	282.09K	-2.03K	-26.43%
Mar 31, 2026	CLARO ADVISORS LLC	1.49%	4.2K	209.49K	4.2K	+100.00%
Mar 31, 2026	1620 INVESTMENT ADVISORS, INC.	0.02%	50	2.49K	50	+100.00%
Mar 31, 2026	INCOME RESEARCH & MANAGEMENT	35.53%	100K	4.98M	0	0
Mar 31, 2026	PLUM STREET ADVISORS, LLC	5.1%	14.36K	715.37K	8.27K	+135.69%
Mar 31, 2026	CITADEL ADVISORS LLC	2.59%	7.29K	363.22K	-6.27K	-46.25%

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	PLUM STREET ADVISORS, LLC	4.01%	11.3K	570.48K	-3.06K	-21.29%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	2.47%	6.96K	351.43K	1.3K	+22.96%
Jun 30, 2026	NOVEM GROUP	1.59%	4.47K	225.68K	4.47K	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.55%	4.37K	220.37K	4.37K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.07%	198	10K	198	+100.00%
Jun 30, 2026	1620 INVESTMENT ADVISORS, INC.	0.07%	195	9.85K	145	+290.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0%	0	-	-7.29K	-100.00%
Jun 30, 2026	INCOME RESEARCH & MANAGEMENT	35.53%	100K	5.05M	0	0
Jun 30, 2026	TANAGER WEALTH MANAGEMENT LLP	5.63%	15.84K	799.53K	9.49K	+149.40%
Jun 30, 2026	MAYFLOWER FINANCIAL ADVISORS, LLC	3.54%	9.96K	502.58K	9.96K	+100.00%
Jun 30, 2026	ADVISER INVESTMENTS LLC	2.35%	6.61K	333.5K	6.61K	+100.00%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	2.04%	5.75K	290K	5.75K	+100.00%
Jun 30, 2026	CLARO ADVISORS LLC	1.67%	4.69K	236.92K	489	+11.63%
Mar 31, 2026	TANAGER WEALTH MANAGEMENT LLP	2.26%	6.35K	316.43K	6.35K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-18.99K	-100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	2.01%	5.66K	282.09K	-2.03K	-26.43%
Mar 31, 2026	CLARO ADVISORS LLC	1.49%	4.2K	209.49K	4.2K	+100.00%
Mar 31, 2026	1620 INVESTMENT ADVISORS, INC.	0.02%	50	2.49K	50	+100.00%
Mar 31, 2026	INCOME RESEARCH & MANAGEMENT	35.53%	100K	4.98M	0	0
Mar 31, 2026	PLUM STREET ADVISORS, LLC	5.1%	14.36K	715.37K	8.27K	+135.69%
Mar 31, 2026	CITADEL ADVISORS LLC	2.59%	7.29K	363.22K	-6.27K	-46.25%

TAXM Stock Ownership Breakdown

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions