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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16M Buy
22,786
+10,193
+81% +$516K 0.12% 88
2026
Q1
$637K Buy
12,593
+3,832
+44% +$195K 0.08% 93
2025
Q4
$444K Buy
+8,761
New +$445K 0.06% 108

Other funds holding TAXX

Buck Wealth Strategies's TAXX Position: Q2 2026 in Review

Buck Wealth Strategies increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 81% in Q2 2026, buying an estimated $516K and bringing the position to 22,786 shares worth $1.16M. The position accounts for 0.12% of the portfolio, ranked #88.

Buck Wealth Strategies first reported a position in TAXX in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • Buck Wealth Strategies held 22,786 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.16M as of Q2 2026.
  • Buck Wealth Strategies bought 10,193 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $516K.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.12% of Buck Wealth Strategies's portfolio in Q2 2026, its #88 holding.
  • Buck Wealth Strategies first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.