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 Q3	$1.02M	Sell	20,463 -2,853	-12%	-$144K	0.01%	1121
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Farther Finance Advisors's TAXX Position: Q3 2026 in Review

Farther Finance Advisors reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 12% in Q3 2026, selling an estimated $144K and leaving 20,463 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1121.

Farther Finance Advisors first reported a position in TAXX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q2 2026. 4 funds tracked by Wall St. Rank hold TAXX as of Q3 2026.

Farther Finance Advisors held 20,463 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.02M as of Q3 2026.
Farther Finance Advisors sold 2,853 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q3 2026, an estimated $144K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1121 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 8 quarters since.
Farther Finance Advisors's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $1.18M in Q2 2026.
4 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.