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
Q1 		$2.44M Buy
+48,170
New +$2.45M ﹤0.01% 2868

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TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
OCM
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DWA
Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 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
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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

Envestnet Asset Management's TAXX Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q1 2026: 48,170 shares worth $2.44M. The stake represents ﹤0.01% of the portfolio and ranks #2868 among its holdings.

54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

  • Envestnet Asset Management held 48,170 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $2.44M as of Q1 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF was a new Envestnet Asset Management position in Q1 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2868 holding.
  • 54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.