Farther Finance Advisors’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Farther Finance 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	$1.18M	Buy	23,316 +15,000	+180%	+$759K	0.01%	991
2026 Q1	$420K	Buy	8,316 +2,801	+51%	+$142K	﹤0.01%	1519
2025 Q4	$280K	Buy	5,515 +1,500	+37%	+$76.2K	﹤0.01%	1689
2025 Q3	$205K	Buy	4,015 +455	+13%	+$23.1K	﹤0.01%	1604
2025 Q2	$182K	Sell	3,560 -106	-3%	-$5.34K	﹤0.01%	1443
2025 Q1	$185K	Buy	3,666 +166	+5%	+$8.39K	﹤0.01%	1261
2024 Q4	$176K	Buy	+3,500	New	+$177K	0.01%	1048

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 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

Farther Finance Advisors's TAXX Position: Q2 2026 in Review

Farther Finance Advisors increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 180% in Q2 2026, buying an estimated $759K and bringing the position to 23,316 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #991.

Farther Finance Advisors first reported a position in TAXX in Q4 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Farther Finance Advisors held 23,316 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.18M as of Q2 2026.
Farther Finance Advisors bought 15,000 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $759K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #991 holding.
Farther Finance Advisors first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q4 2024 and has held it in 7 quarters since.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.