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
Q3 		$4.33M Buy
86,842
+695
+0.8% +$35K 0.01% 767
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

Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Income Research & Management
Income Research & Management Boston, Massachusetts $164M AUM 0.53% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
Balance Wealth
Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return
Buck Wealth Strategies
Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

AssetMark Inc's TAXX Position: Q3 2026 in Review

AssetMark Inc increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 0.81% in Q3 2026, buying an estimated $35K and bringing the position to 86,842 shares worth $4.33M. The position accounts for 0.01% of the portfolio, ranked #767.

AssetMark Inc first reported a position in TAXX in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.37M in Q2 2026. 24 funds tracked by Wall St. Rank hold TAXX as of Q3 2026.

  • AssetMark Inc held 86,842 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $4.33M as of Q3 2026.
  • AssetMark Inc bought 695 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q3 2026, an estimated $35K.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #767 holding.
  • AssetMark Inc first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2026 and has held it in 3 quarters since.
  • AssetMark Inc's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $4.37M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.