Carson Wealth (CWM LLC)’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$18.8M	Buy	372,745 +20,378	+6%	+$1.04M	0.05%	350
2025 Q4	$17.9M	Buy	352,367 +13,752	+4%	+$699K	0.05%	356
2025 Q3	$17.3M	Buy	338,615 +67,402	+25%	+$3.42M	0.05%	310
2025 Q2	$13.8M	Buy	271,213 +56,925	+27%	+$2.87M	0.05%	314
2025 Q1	$10.8M	Buy	214,288 +4,096	+2%	+$207K	0.04%	329
2024 Q4	$10.6M	Buy	210,192 +13,630	+7%	+$689K	0.04%	307
2024 Q3	$9.98M	Buy	+196,562	New	+$9.93M	0.04%	312

Other funds holding TAXX

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

IRM

Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TAXX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 5.8% in Q1 2026, buying an estimated $1.04M and bringing the position to 372,745 shares worth $18.8M. The position accounts for 0.05% of the portfolio, ranked #350.

Carson Wealth (CWM LLC) first reported a position in TAXX in Q3 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

Carson Wealth (CWM LLC) held 372,745 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $18.8M as of Q1 2026.
Carson Wealth (CWM LLC) bought 20,378 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $1.04M.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #350 holding.
Carson Wealth (CWM LLC) first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2024 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.