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

AE Wealth Management’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	$3.76M	Buy	74,151 +24,150	+48%	+$1.22M	0.02%	505
2026 Q1	$2.53M	Buy	50,001 +39,251	+365%	+$1.99M	0.01%	580
2025 Q4	$545K	Sell	10,750 -1,217	-10%	-$61.8K	﹤0.01%	1018
2025 Q3	$610K	Buy	+11,967	New	+$608K	﹤0.01%	897

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 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 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

AE Wealth Management's TAXX Position: Q2 2026 in Review

AE Wealth Management increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 48% in Q2 2026, buying an estimated $1.22M and bringing the position to 74,151 shares worth $3.76M. The position accounts for 0.02% of the portfolio, ranked #505.

AE Wealth Management first reported a position in TAXX in Q3 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

AE Wealth Management held 74,151 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $3.76M as of Q2 2026.
AE Wealth Management bought 24,150 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $1.22M.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #505 holding.
AE Wealth Management first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2025 and has held it in 4 quarters since.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.