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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
Q1 		$436K Buy
+8,634
New +$439K ﹤0.01% 1283

Other funds holding TAXX

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Carson Wealth (CWM LLC)
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
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

Concurrent Investment Advisors's TAXX Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q1 2026: 8,634 shares worth $436K. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings.

54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

  • Concurrent Investment Advisors held 8,634 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $436K as of Q1 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF was a new Concurrent Investment Advisors position in Q1 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1283 holding.
  • 54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

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