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Atlas Financial Advisors’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Atlas Financial Advisors’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
2024
Q4 		$332K Buy
+6,592
New +$333K 0.52% 30

Other funds holding TAXX

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Atlas Financial Advisors's TAXX Position: Q4 2024 in Review

Atlas Financial Advisors opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q4 2024: 6,592 shares worth $332K. The stake represents 0.52% of the portfolio and ranks #30 among its holdings.

22 funds tracked by Wall St. Rank hold TAXX as of Q4 2024.

  • Atlas Financial Advisors held 6,592 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $332K as of Q4 2024.
  • BondBloxx IR+M Tax Aware Short Duration ETF was a new Atlas Financial Advisors position in Q4 2024.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.52% of Atlas Financial Advisors's portfolio in Q4 2024, its #30 holding.
  • 22 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.