1620 Investment Advisors’s BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM Stock Holding History

1620 Investment Advisors’s Portfolio TAXM Stock Details TAXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.85K	Buy	195 +145	+290%	+$7.28K	0.01%	496
2026 Q1	$2.49K	Buy	+50	New	+$2.52K	﹤0.01%	575

Other funds holding TAXM

IRM

Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

1620 Investment Advisors's TAXM Position: Q2 2026 in Review

1620 Investment Advisors increased its BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) stake by 290% in Q2 2026, buying an estimated $7.28K and bringing the position to 195 shares worth $9.85K. The position accounts for 0.01% of the portfolio, ranked #496.

1620 Investment Advisors first reported a position in TAXM in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold TAXM as of Q2 2026.

1620 Investment Advisors held 195 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $9.85K as of Q2 2026.
1620 Investment Advisors bought 145 BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents shares in Q2 2026, an estimated $7.28K.
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #496 holding.
1620 Investment Advisors first reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.