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 Q2	$237K	Buy	4,693 +489	+12%	+$24.5K	0.02%	471
2026 Q1	$209K	Buy	+4,204	New	+$212K	0.03%	481

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Claro Advisors's TAXM Position: Q2 2026 in Review

Claro Advisors increased its BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) stake by 12% in Q2 2026, buying an estimated $24.5K and bringing the position to 4,693 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #471.

Claro Advisors first reported a position in TAXM in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold TAXM as of Q2 2026.

Claro Advisors held 4,693 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $237K as of Q2 2026.
Claro Advisors bought 489 BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents shares in Q2 2026, an estimated $24.5K.
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #471 holding.
Claro Advisors first reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in Q1 2026 and has held it in 2 quarters since.
12 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.