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Capital Investment Advisory Services’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Capital Investment Advisory Services’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
Q2 		$33.5K Hold
660
– – ﹤0.01% 1009
2026
Q1 		$33.4K Buy
+660
New +$33.5K ﹤0.01% 922

Other funds holding TAXX

IRM
Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Capital Investment Advisory Services's TAXX Position: Q2 2026 in Review

Capital Investment Advisory Services held its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) position steady in Q2 2026 at 660 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Capital Investment Advisory Services first reported a position in TAXX in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • Capital Investment Advisory Services held 660 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $33.5K as of Q2 2026.
  • Capital Investment Advisory Services left its BondBloxx IR+M Tax Aware Short Duration ETF share count unchanged in Q2 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1009 holding.
  • Capital Investment Advisory Services first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.