TAXX

Bblx Irm Tax-aware S Dur Etf

Latest period2026 - Q1Total superinvestors54

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 54 superinvestors own shares of Bblx Irm Tax-aware S Dur Etf (TAXX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Bblx Irm Tax-aware S Dur Etf (TAXX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Bblx Irm Tax-aware S Dur Etf (TAXX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Bblx Irm Tax-aware S Dur Etf (TAXX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Jennifer Herron-Dullaart@Ep Wealth Advisors, Llc
Recent Activity
Increased 12.88%
0.39%
$77.366M
1.53M shares@ 50.56 avg price
Kristin Streff@Cwm, Llc
Recent Activity
Increased 5.79%
0.05%
$18.844M
372,745 shares@ 50.56 avg price
Alexander Eichhorn@Tanager Wealth Management Llp
Recent Activity
Increased 21.69%
1.13%
$11.64M
230,239 shares@ 50.56 avg price
Curtis Wheeler@One Capital Management, Llc
Recent Activity
Increased 4.54%
0.3%
$10.672M
211,094 shares@ 50.56 avg price
Wesley McDowell@Delos Wealth Advisors, Llc
Recent Activity
Increased 10.95%
3.86%
$6.744M
133,399 shares@ 50.56 avg price
Andy Armstrong@Bcgm Wealth Management, Llc
Recent Activity
Increased 6.76%
1.38%
$5.456M
107,931 shares@ 50.56 avg price
Richard M. Kizik@Income Research & Management
Recent Activity
3%
$5.056B
100,000 shares@ 50555.0 avg price
John Koval@Assetmark, Inc
Recent Activity
New Position
0.01%
$4.028M
79,673 shares@ 50.56 avg price
Christopher J. McKinley@Cornerstone Advisors Asset Management, Llc
Recent Activity
Increased 60.05%
0.62%
$3.983M
78,788 shares@ 50.56 avg price
Ann L. Swartz@Integrated Wealth Concepts Llc
Recent Activity
Increased 18.14%
0.03%
$2.786M
55,102 shares@ 50.56 avg price

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