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

Adapt Wealth 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 		$415K Buy
+8,173
New +$414K 0.14% 59

Other funds holding TAXX

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

Adapt Wealth Advisors's TAXX Position: Q2 2026 in Review

Adapt Wealth Advisors opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q2 2026: 8,173 shares worth $415K. The stake represents 0.14% of the portfolio and ranks #59 among its holdings.

60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • Adapt Wealth Advisors held 8,173 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $415K as of Q2 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF was a new Adapt Wealth Advisors position in Q2 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.14% of Adapt Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • 60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.