CGN Advisors’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

CGN Advisors’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	$1.4M	Buy	27,610 +1,595	+6%	+$80.8K	0.1%	167
2026 Q1	$1.32M	Buy	26,015 +6,785	+35%	+$345K	0.1%	162
2025 Q4	$975K	Buy	19,230 +1,050	+6%	+$53.4K	0.08%	183
2025 Q3	$927K	Buy	18,180 +1,894	+12%	+$96.2K	0.08%	178
2025 Q2	$831K	Buy	16,286 +12,277	+306%	+$619K	0.07%	179
2025 Q1	$203K	Buy	+4,009	New	+$203K	0.02%	289

Other funds holding TAXX

IRM

Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CGN Advisors's TAXX Position: Q2 2026 in Review

CGN Advisors increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 6.1% in Q2 2026, buying an estimated $80.8K and bringing the position to 27,610 shares worth $1.4M. The position accounts for 0.1% of the portfolio, ranked #167.

CGN Advisors first reported a position in TAXX in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

CGN Advisors held 27,610 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.4M as of Q2 2026.
CGN Advisors bought 1,595 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $80.8K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.1% of CGN Advisors's portfolio in Q2 2026, its #167 holding.
CGN Advisors first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2025 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.