AssetMark Inc
TAXX icon

AssetMark Inc’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

AssetMark Inc’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 		$4.37M Buy
86,147
+6,474
+8% +$328K 0.01% 764
2026
Q1 		$4.03M Buy
+79,673
New +$4.05M 0.01% 725

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
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AssetMark Inc's TAXX Position: Q2 2026 in Review

AssetMark Inc increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 8.1% in Q2 2026, buying an estimated $328K and bringing the position to 86,147 shares worth $4.37M. The position accounts for 0.01% of the portfolio, ranked #764.

AssetMark Inc first reported a position in TAXX in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • AssetMark Inc held 86,147 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $4.37M as of Q2 2026.
  • AssetMark Inc bought 6,474 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $328K.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #764 holding.
  • AssetMark Inc first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.