Ameritas Advisory Services’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-538
Closed -$27.2K 2142
2026
Q1
$27.2K Buy
+538
New +$27.3K ﹤0.01% 959

Other funds holding TAXX

Ameritas Advisory Services's TAXX Position: Q2 2026 in Review

Ameritas Advisory Services sold out of BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q2 2026, closing a stake of 538 shares — an estimated $27.2K sold.

Ameritas Advisory Services first reported a position in TAXX in Q1 2026 and held it in 1 quarter. The position peaked at $27.2K in Q1 2026. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • Ameritas Advisory Services reported no remaining BondBloxx IR+M Tax Aware Short Duration ETF position as of Q2 2026 after selling out during the quarter.
  • Ameritas Advisory Services sold 538 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $27.2K.
  • Ameritas Advisory Services first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2026 and held it in 1 quarter.
  • Ameritas Advisory Services's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $27.2K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.