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

BCGM Wealth Management’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 Q1	$5.46M	Buy	107,931 +6,826	+7%	+$347K	1.37%	19
2025 Q4	$5.13M	Buy	101,105 +2,598	+3%	+$132K	1.31%	24
2025 Q3	$5.02M	Buy	98,507 +4,852	+5%	+$247K	1.31%	20
2025 Q2	$4.78M	Buy	93,655 +6,485	+7%	+$327K	1.35%	21
2025 Q1	$4.41M	Buy	87,170 +18,993	+28%	+$960K	1.35%	19
2024 Q4	$3.43M	Buy	68,177 +4,841	+8%	+$245K	1.09%	26
2024 Q3	$3.22M	Buy	+63,336	New	+$3.2M	1.04%	28

Other funds holding TAXX

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 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

IRM

Income Research & Management Boston, Massachusetts $169M AUM 0.85% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

BCGM Wealth Management's TAXX Position: Q1 2026 in Review

BCGM Wealth Management increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 6.8% in Q1 2026, buying an estimated $347K and bringing the position to 107,931 shares worth $5.46M. The position accounts for 1.37% of the portfolio, ranked #19.

BCGM Wealth Management first reported a position in TAXX in Q3 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

BCGM Wealth Management held 107,931 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $5.46M as of Q1 2026.
BCGM Wealth Management bought 6,826 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $347K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 1.37% of BCGM Wealth Management's portfolio in Q1 2026, its #19 holding.
BCGM Wealth Management first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2024 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.