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 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 $20.3B AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 $3.65B AUM 15.32% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

IRM

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Citadel Advisors's TAXX Position: Q1 2026 in Review

Citadel Advisors opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q1 2026: 18,775 shares worth $949K. The stake represents ﹤0.01% of the portfolio and ranks #7775 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in TAXX as recently as Q2 2025.

Citadel Advisors first reported a position in TAXX in Q2 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

Citadel Advisors held 18,775 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $949K as of Q1 2026.
BondBloxx IR+M Tax Aware Short Duration ETF was a new Citadel Advisors position in Q1 2026.
BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #7775 holding.
Citadel Advisors first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q2 2025 and has held it in 2 quarters since.
54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

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