Citadel Advisors’s BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM Stock Holding History

Citadel Advisors’s Portfolio TAXM Stock Details TAXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,289	Closed	-$363K	–	15242
2026 Q1	$363K	Sell	7,289 -6,271	-46%	-$316K	﹤0.01%	10035
2025 Q4	$682K	Buy	13,560 +4,057	+43%	+$204K	﹤0.01%	8259
2025 Q3	$477K	Buy	9,503 +4,415	+87%	+$218K	﹤0.01%	9254
2025 Q2	$250K	Buy	+5,088	New	+$249K	﹤0.01%	10204

Other funds holding TAXM

IRM

Income Research & Management Boston, Massachusetts $184M 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

PSA

Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return

MFA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Citadel Advisors's TAXM Position: Q2 2026 in Review

Citadel Advisors sold out of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) in Q2 2026, closing a stake of 7,289 shares — an estimated $363K sold.

Citadel Advisors first reported a position in TAXM in Q2 2025 and held it in 4 quarters. The position peaked at $682K in Q4 2025. 12 funds tracked by Wall St. Rank hold TAXM as of Q2 2026.

Citadel Advisors reported no remaining BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents position as of Q2 2026 after selling out during the quarter.
Citadel Advisors sold 7,289 BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents shares in Q2 2026, an estimated $363K.
Citadel Advisors first reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in Q2 2025 and held it in 4 quarters.
Citadel Advisors's BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents position peaked at $682K in Q4 2025.
12 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.