DWA
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Delos Wealth Advisors’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Delos Wealth Advisors’s Portfolio TAXX Stock Details TAXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.45M Sell
106,692
-32,402
-23% -$1.65M 4.24% 5
2025
Q1 		$7.03M Buy
139,094
+18,913
+16% +$956K 5.57% 2
2024
Q4 		$6.05M Buy
120,181
+117,605
+4,565% +$5.92M 4.82% 3
2024
Q3 		$131K Buy
+2,576
New +$131K 0.11% 63