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 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 $20.3B AUM

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

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 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

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Delos Wealth Advisors's TAXX Position: Q1 2026 in Review

Delos Wealth Advisors increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 11% in Q1 2026, buying an estimated $669K and bringing the position to 133,399 shares worth $6.74M. The position accounts for 3.86% of the portfolio, ranked #7.

Delos Wealth Advisors first reported a position in TAXX in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.03M in Q1 2025. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

Delos Wealth Advisors held 133,399 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $6.74M as of Q1 2026.
Delos Wealth Advisors bought 13,161 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $669K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 3.86% of Delos Wealth Advisors's portfolio in Q1 2026, its #7 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 7 quarters since.
Delos Wealth Advisors's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $7.03M in Q1 2025.
54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.