Cornerstone Advisors Asset Management’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4M Hold
78,788
0.52% 38
2026
Q1
$3.98M Buy
78,788
+29,558
+60% +$1.5M 0.61% 35
2025
Q4
$2.5M Buy
+49,230
New +$2.5M 0.41% 48

Other funds holding TAXX

Cornerstone Advisors Asset Management's TAXX Position: Q2 2026 in Review

Cornerstone Advisors Asset Management held its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) position steady in Q2 2026 at 78,788 shares worth $4M. The position accounts for 0.52% of the portfolio, ranked #38.

Cornerstone Advisors Asset Management 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.

  • Cornerstone Advisors Asset Management held 78,788 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $4M as of Q2 2026.
  • Cornerstone Advisors Asset Management left its BondBloxx IR+M Tax Aware Short Duration ETF share count unchanged in Q2 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.52% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #38 holding.
  • Cornerstone Advisors Asset Management 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 Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.