Cetera Investment Advisers’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Cetera Investment Advisers’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	$959K	Buy	18,898 +842	+5%	+$42.6K	﹤0.01%	3097
2026 Q1	$913K	Sell	18,056 -1,372	-7%	-$69.7K	﹤0.01%	2979
2025 Q4	$985K	Sell	19,428 -496	-2%	-$25.2K	﹤0.01%	2837
2025 Q3	$1.02M	Buy	+19,924	New	+$1.01M	﹤0.01%	2751

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

CAAM

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

Cetera Investment Advisers's TAXX Position: Q2 2026 in Review

Cetera Investment Advisers increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 4.7% in Q2 2026, buying an estimated $42.6K and bringing the position to 18,898 shares worth $959K. The position accounts for ﹤0.01% of the portfolio, ranked #3097.

Cetera Investment Advisers first reported a position in TAXX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q3 2025. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Cetera Investment Advisers held 18,898 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $959K as of Q2 2026.
Cetera Investment Advisers bought 842 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $42.6K.
BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3097 holding.
Cetera Investment Advisers first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2025 and has held it in 4 quarters since.
Cetera Investment Advisers's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $1.02M in Q3 2025.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.