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

Fiducient 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	$329K	Buy	6,481 +41	+0.6%	+$2.08K	0.05%	120
2026 Q1	$326K	Buy	6,440 +71	+1%	+$3.61K	0.04%	112
2025 Q4	$325K	Buy	6,369 +54	+0.9%	+$2.74K	0.04%	138
2025 Q3	$322K	Buy	6,315 +57	+0.9%	+$2.9K	0.04%	119
2025 Q2	$320K	Buy	6,258 +58	+0.9%	+$2.92K	0.04%	121
2025 Q1	$314K	Buy	+6,200	New	+$313K	0.04%	122

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

Fiducient Advisors's TAXX Position: Q2 2026 in Review

Fiducient Advisors increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 0.64% in Q2 2026, buying an estimated $2.08K and bringing the position to 6,481 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #120.

Fiducient Advisors first reported a position in TAXX in Q1 2025 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Fiducient Advisors held 6,481 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $329K as of Q2 2026.
Fiducient Advisors bought 41 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $2.08K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.05% of Fiducient Advisors's portfolio in Q2 2026, its #120 holding.
Fiducient Advisors first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2025 and has held it in 6 quarters since.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.