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

Evolution Wealth 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 		$299K Buy
+5,894
New +$298K 0.18% 98

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

Evolution Wealth Management's TAXX Position: Q2 2026 in Review

Evolution Wealth Management opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q2 2026: 5,894 shares worth $299K. The stake represents 0.18% of the portfolio and ranks #98 among its holdings.

60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • Evolution Wealth Management held 5,894 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $299K as of Q2 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF was a new Evolution Wealth Management position in Q2 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.18% of Evolution Wealth Management's portfolio in Q2 2026, its #98 holding.
  • 60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.