Cetera Investment Advisers
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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
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 $20.3B AUM
Carson Wealth (CWM LLC)
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
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

Cetera Investment Advisers's TAXX Position: Q1 2026 in Review

Cetera Investment Advisers reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 7.1% in Q1 2026, selling an estimated $69.7K and leaving 18,056 shares worth $913K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

Cetera Investment Advisers first reported a position in TAXX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q3 2025. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

  • Cetera Investment Advisers held 18,056 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $913K as of Q1 2026.
  • Cetera Investment Advisers sold 1,372 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $69.7K.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2979 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 3 quarters since.
  • Cetera Investment Advisers's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $1.02M in Q3 2025.
  • 54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.