1620 Investment Advisors’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.5K	Buy	423 +368	+669%	+$18.6K	0.01%	412
2026 Q1	$2.78K	Buy	+55	New	+$2.79K	﹤0.01%	568

Other funds holding TAXX

MFA

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

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

1620 Investment Advisors increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 669% in Q2 2026, buying an estimated $18.6K and bringing the position to 423 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #412.

1620 Investment Advisors first reported a position in TAXX in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

1620 Investment Advisors held 423 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $21.5K as of Q2 2026.
1620 Investment Advisors bought 368 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $18.6K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #412 holding.
1620 Investment Advisors first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

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