Benchmark Financial’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History
Bought
Maintained
Sold
Other funds holding TAXX
IRM
TWM
BWM
AWM
LOWM
BW
MFA
Benchmark Financial's TAXX Position: Q2 2026 in Review
Benchmark Financial increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 7.3% in Q2 2026, buying an estimated $28.9K and bringing the position to 8,328 shares worth $423K. The position accounts for 0.34% of the portfolio, ranked #36.
Benchmark Financial first reported a position in TAXX in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.
- Benchmark Financial held 8,328 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $423K as of Q2 2026.
- Benchmark Financial bought 570 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $28.9K.
- BondBloxx IR+M Tax Aware Short Duration ETF made up 0.34% of Benchmark Financial's portfolio in Q2 2026, its #36 holding.
- Benchmark Financial first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
- 35 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.
Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.