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Balance Wealth’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Balance Wealth’s Portfolio TAXX Stock Details TAXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.67M Buy
52,222
+18,247
+54% +$932K 1.56% 13
2025
Q1 		$1.72M Buy
+33,975
New +$1.72M 1.12% 26