Commonwealth Equity Services’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Commonwealth Equity Services’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	$1.11M	Buy	21,997 +2,357	+12%	+$120K	﹤0.01%	2527
2025 Q4	$996K	Buy	+19,640	New	+$998K	﹤0.01%	2579

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 $1.03B AUM 16.43% 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 $169M AUM 0.85% 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

Commonwealth Equity Services's TAXX Position: Q1 2026 in Review

Commonwealth Equity Services increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 12% in Q1 2026, buying an estimated $120K and bringing the position to 21,997 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Commonwealth Equity Services first reported a position in TAXX in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

Commonwealth Equity Services held 21,997 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.11M as of Q1 2026.
Commonwealth Equity Services bought 2,357 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $120K.
BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2527 holding.
Commonwealth Equity Services first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q4 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 Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.