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
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: Q1 2026 in Review

Cornerstone Advisors Asset Management increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 60% in Q1 2026, buying an estimated $1.5M and bringing the position to 78,788 shares worth $3.98M. The position accounts for 0.61% of the portfolio, ranked #35.

Cornerstone Advisors Asset Management 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.

  • Cornerstone Advisors Asset Management held 78,788 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $3.98M as of Q1 2026.
  • Cornerstone Advisors Asset Management bought 29,558 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $1.5M.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.61% of Cornerstone Advisors Asset Management's portfolio in Q1 2026, its #35 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 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 Cornerstone Advisors Asset Management's 13F filing for Q1 2026, filed 7 May 2026.