Benchmark Financial’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History
Bought
Maintained
Sold
Other funds holding TAXX
Benchmark Financial's TAXX Position: Q3 2026 in Review
Benchmark Financial reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 8.7% in Q3 2026, selling an estimated $36.3K and leaving 7,607 shares worth $379K. The position accounts for 0.29% of the portfolio, ranked #45.
Benchmark Financial first reported a position in TAXX in Q1 2026 and has held it in 3 quarters since. The position peaked at $423K in Q2 2026. 32 funds tracked by Wall St. Rank hold TAXX as of Q3 2026.
- Benchmark Financial held 7,607 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $379K as of Q3 2026.
- Benchmark Financial sold 721 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q3 2026, an estimated $36.3K.
- BondBloxx IR+M Tax Aware Short Duration ETF made up 0.29% of Benchmark Financial's portfolio in Q3 2026, its #45 holding.
- Benchmark Financial first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2026 and has held it in 3 quarters since.
- Benchmark Financial's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $423K in Q2 2026.
- 32 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q3 2026.
Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.