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 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 $20.3B AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 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 $169M AUM 0.85% 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

Catalyst Financial Partners's TAXX Position: Q1 2026 in Review

Catalyst Financial Partners held its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) position steady in Q1 2026 at 7,176 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #258.

Catalyst Financial Partners first reported a position in TAXX in Q3 2024 and has held it in 7 quarters since. The position peaked at $622K in Q2 2025. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

Catalyst Financial Partners held 7,176 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $363K as of Q1 2026.
Catalyst Financial Partners left its BondBloxx IR+M Tax Aware Short Duration ETF share count unchanged in Q1 2026.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.04% of Catalyst Financial Partners's portfolio in Q1 2026, its #258 holding.
Catalyst Financial Partners first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2024 and has held it in 7 quarters since.
Catalyst Financial Partners's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $622K in Q2 2025.
54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.