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CFS Investment Advisory Services’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

CFS Investment Advisory Services’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 		$903K Sell
17,811
-1,967
-10% -$100K 0.06% 201
2025
Q4 		$1M Buy
19,778
+2,984
+18% +$152K 0.07% 182
2025
Q3 		$856K Buy
16,794
+9,305
+124% +$473K 0.06% 192
2025
Q2 		$382K Buy
7,489
+17
+0.2% +$857 0.03% 254
2025
Q1 		$378K Sell
7,472
-377
-5% -$19.1K 0.03% 249
2024
Q4 		$395K Buy
7,849
+3,185
+68% +$161K 0.04% 230
2024
Q3 		$237K Buy
+4,664
New +$236K 0.02% 275

Other funds holding TAXX

EWA
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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 $3.61B 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