Catalyst Financial Partners’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Catalyst Financial Partners’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	–	Sell	-7,176	Closed	-$363K	–	435
2026 Q1	$363K	Hold	7,176	–	–	0.04%	258
2025 Q4	$364K	Hold	7,176	–	–	0.04%	220
2025 Q3	$366K	Sell	7,176 -5,000	-41%	-$254K	0.04%	213
2025 Q2	$622K	Hold	12,176	–	–	0.07%	138
2025 Q1	$616K	Hold	12,176	–	–	0.11%	125
2024 Q4	$613K	Hold	12,176	–	–	0.12%	114
2024 Q3	$618K	Buy	+12,176	New	+$615K	0.12%	113

Other funds holding TAXX

EWA

EP Wealth Advisors Torrance, California $26.2B 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 $3.6B AUM 16.02% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IRM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

Catalyst Financial Partners's TAXX Position: Q2 2026 in Review

Catalyst Financial Partners sold out of BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q2 2026, closing a stake of 7,176 shares — an estimated $363K sold.

Catalyst Financial Partners first reported a position in TAXX in Q3 2024 and held it in 7 quarters. The position peaked at $622K in Q2 2025. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Catalyst Financial Partners reported no remaining BondBloxx IR+M Tax Aware Short Duration ETF position as of Q2 2026 after selling out during the quarter.
Catalyst Financial Partners sold 7,176 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $363K.
Catalyst Financial Partners first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2024 and held it in 7 quarters.
Catalyst Financial Partners's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $622K in Q2 2025.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.