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

Citadel 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	$1.03M	Buy	20,231 +1,456	+8%	+$73.7K	﹤0.01%	8134
2026 Q1	$949K	Buy	+18,775	New	+$954K	﹤0.01%	7775
2025 Q3	–	Sell	-4,976	Closed	-$254K	–	14354
2025 Q2	$254K	Buy	+4,976	New	+$251K	﹤0.01%	10176

Other funds holding TAXX

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

TWM

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IRM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IWC

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

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

Citadel Advisors's TAXX Position: Q2 2026 in Review

Citadel Advisors increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 7.8% in Q2 2026, buying an estimated $73.7K and bringing the position to 20,231 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #8134.

Citadel Advisors first reported a position in TAXX in Q2 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Citadel Advisors held 20,231 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.03M as of Q2 2026.
Citadel Advisors bought 1,456 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $73.7K.
BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #8134 holding.
Citadel Advisors first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q2 2025 and has held it in 3 quarters since.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

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