AE Wealth Management’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History
Bought
Maintained
Sold
Other funds holding TAXX
EWA
TWM
OCM
DWA
BWM
IRM
CAAM
IWC
AE Wealth Management's TAXX Position: Q1 2026 in Review
AE Wealth Management increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 365% in Q1 2026, buying an estimated $1.99M and bringing the position to 50,001 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #580.
AE Wealth Management first reported a position in TAXX in Q3 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.
- AE Wealth Management held 50,001 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $2.53M as of Q1 2026.
- AE Wealth Management bought 39,251 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $1.99M.
- BondBloxx IR+M Tax Aware Short Duration ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #580 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 3 quarters since.
- 54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.