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

Claro 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	$209K	Buy	+4,204	New	+$212K	0.03%	481

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Claro Advisors's TAXM Position: Q1 2026 in Review

Claro Advisors opened a new position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) in Q1 2026: 4,204 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #481 among its holdings.

7 funds tracked by Wall St. Rank hold TAXM as of Q1 2026.

Claro Advisors held 4,204 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $209K as of Q1 2026.
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents was a new Claro Advisors position in Q1 2026.
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #481 holding.
7 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.