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

Blume Capital 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
2025
Q3 		– Sell
-6,750
Closed -$345K – 462
2025
Q2 		$345K Sell
6,750
-400
-6% -$20.2K 0.07% 92
2025
Q1 		$362K Sell
7,150
-300
-4% -$15.2K 0.08% 84
2024
Q4 		$375K Buy
+7,450
New +$376K 0.08% 83

Other funds holding TAXX

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 $3.6B AUM 16.02% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

Blume Capital Management's TAXX Position: Q3 2025 in Review

Blume Capital Management sold out of BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q3 2025, closing a stake of 6,750 shares — an estimated $345K sold.

Blume Capital Management first reported a position in TAXX in Q4 2024 and held it in 3 quarters. The position peaked at $375K in Q4 2024. 33 funds tracked by Wall St. Rank hold TAXX as of Q3 2025.

  • Blume Capital Management reported no remaining BondBloxx IR+M Tax Aware Short Duration ETF position as of Q3 2025 after selling out during the quarter.
  • Blume Capital Management sold 6,750 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q3 2025, an estimated $345K.
  • Blume Capital Management first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q4 2024 and held it in 3 quarters.
  • Blume Capital Management's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $375K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q3 2025.

Based on Blume Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.