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 Q2	$1.24M	Buy	24,348 +2,351	+11%	+$119K	﹤0.01%	2542
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 $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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

CAAM

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

Commonwealth Equity Services's TAXX Position: Q2 2026 in Review

Commonwealth Equity Services increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 11% in Q2 2026, buying an estimated $119K and bringing the position to 24,348 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Commonwealth Equity Services first reported a position in TAXX in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Commonwealth Equity Services held 24,348 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.24M as of Q2 2026.
Commonwealth Equity Services bought 2,351 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $119K.
BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2542 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 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.