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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Buy
7,489
+17
+0.2% +$867 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% +$160K 0.04% 230
2024
Q3
$237K Buy
+4,664
New +$237K 0.02% 275