Concurrent Investment Advisors’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Concurrent Investment 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 Q2	$438K	Buy	8,637 +3	+0%	+$152	﹤0.01%	1480
2026 Q1	$436K	Buy	+8,634	New	+$439K	﹤0.01%	1283

Other funds holding TAXX

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

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

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

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

CAAM

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

Concurrent Investment Advisors's TAXX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 0.03% in Q2 2026, buying an estimated $152 and bringing the position to 8,637 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Concurrent Investment Advisors first reported a position in TAXX in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Concurrent Investment Advisors held 8,637 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $438K as of Q2 2026.
Concurrent Investment Advisors bought 3 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $152.
BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1480 holding.
Concurrent Investment Advisors first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.