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

Envestnet Asset Management’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 		$2.4M Sell
47,386
-784
-2% -$39.7K ﹤0.01% 3016
2026
Q1 		$2.44M Buy
+48,170
New +$2.45M ﹤0.01% 2868

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
DWA
Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
MML Investors Services
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
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

Envestnet Asset Management's TAXX Position: Q2 2026 in Review

Envestnet Asset Management reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 1.6% in Q2 2026, selling an estimated $39.7K and leaving 47,386 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

Envestnet Asset Management first reported a position in TAXX in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.44M in Q1 2026. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • Envestnet Asset Management held 47,386 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $2.4M as of Q2 2026.
  • Envestnet Asset Management sold 784 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $39.7K.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3016 holding.
  • Envestnet Asset Management first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
  • Envestnet Asset Management's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $2.44M in Q1 2026.
  • 60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.