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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.06M	Buy	158,765 +25,366	+19%	+$1.28M	4.13%	4
2026 Q1	$6.74M	Buy	133,399 +13,161	+11%	+$669K	3.86%	7
2025 Q4	$6.1M	Buy	120,238 +4,906	+4%	+$249K	4.02%	7
2025 Q3	$5.88M	Buy	115,332 +8,640	+8%	+$439K	3.96%	7
2025 Q2	$5.45M	Sell	106,692 -32,402	-23%	-$1.63M	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%	+$5.94M	4.82%	3
2024 Q3	$131K	Buy	+2,576	New	+$130K	0.11%	64

Other funds holding TAXX

EWA

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

CAAM

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Delos Wealth Advisors's TAXX Position: Q2 2026 in Review

Delos Wealth Advisors increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 19% in Q2 2026, buying an estimated $1.28M and bringing the position to 158,765 shares worth $8.06M. The position accounts for 4.13% of the portfolio, ranked #4.

Delos Wealth Advisors first reported a position in TAXX in Q3 2024 and has held it in 8 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Delos Wealth Advisors held 158,765 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $8.06M as of Q2 2026.
Delos Wealth Advisors bought 25,366 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $1.28M.
BondBloxx IR+M Tax Aware Short Duration ETF made up 4.13% of Delos Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Delos Wealth Advisors first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2024 and has held it in 8 quarters since.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.