Citadel Advisors
TAXM

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
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 $184B AUM 0.09% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Citadel Advisors's TAXM Position: Q1 2026 in Review

Citadel Advisors reduced its BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) stake by 46% in Q1 2026, selling an estimated $316K and leaving 7,289 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #10035.

Citadel Advisors first reported a position in TAXM in Q2 2025 and has held it in 4 quarters since. The position peaked at $682K in Q4 2025. 7 funds tracked by Wall St. Rank hold TAXM as of Q1 2026.

  • Citadel Advisors held 7,289 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $363K as of Q1 2026.
  • Citadel Advisors sold 6,271 BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents shares in Q1 2026, an estimated $316K.
  • BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #10035 holding.
  • Citadel Advisors first reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in Q2 2025 and has held it in 4 quarters since.
  • Citadel Advisors's BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents position peaked at $682K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.