CGN Advisors’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History
Bought
Maintained
Sold
Other funds holding TAXX
CGN Advisors's TAXX Position: Q3 2026 in Review
CGN Advisors reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 46% in Q3 2026, selling an estimated $638K and leaving 14,952 shares worth $745K. The position accounts for 0.06% of the portfolio, ranked #201.
CGN Advisors first reported a position in TAXX in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.4M in Q2 2026. 49 funds tracked by Wall St. Rank hold TAXX as of Q3 2026.
- CGN Advisors held 14,952 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $745K as of Q3 2026.
- CGN Advisors sold 12,658 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q3 2026, an estimated $638K.
- BondBloxx IR+M Tax Aware Short Duration ETF made up 0.06% of CGN Advisors's portfolio in Q3 2026, its #201 holding.
- CGN Advisors first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2025 and has held it in 7 quarters since.
- CGN Advisors's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $1.4M in Q2 2026.
- 49 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q3 2026.
Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.