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 Q2	$902K	Buy	17,827 +16	+0.1%	+$810	0.06%	206
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

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

CFS Investment Advisory Services's TAXX Position: Q2 2026 in Review

CFS Investment Advisory Services increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 0.09% in Q2 2026, buying an estimated $810 and bringing the position to 17,827 shares worth $902K. The position accounts for 0.06% of the portfolio, ranked #206.

CFS Investment Advisory Services first reported a position in TAXX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1M in Q4 2025. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

CFS Investment Advisory Services held 17,827 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $902K as of Q2 2026.
CFS Investment Advisory Services bought 16 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $810.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.06% of CFS Investment Advisory Services's portfolio in Q2 2026, its #206 holding.
CFS Investment Advisory Services first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2024 and has held it in 8 quarters since.
CFS Investment Advisory Services's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $1M in Q4 2025.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.