Goldman Sachs
TAXM

Goldman Sachs’s BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM Stock Holding History

Goldman Sachs’s Portfolio TAXM Stock Details TAXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$351K Buy
6,961
+1,300
+23% +$65.2K ﹤0.01% 5920
2026
Q1 		$282K Sell
5,661
-2,034
-26% -$103K ﹤0.01% 5925
2025
Q4 		$387K Buy
+7,695
New +$387K ﹤0.01% 5750

Other funds holding TAXM

IRM
Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs's TAXM Position: Q2 2026 in Review

Goldman Sachs increased its BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) stake by 23% in Q2 2026, buying an estimated $65.2K and bringing the position to 6,961 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #5920.

Goldman Sachs first reported a position in TAXM in Q4 2025 and has held it in 3 quarters since. The position peaked at $387K in Q4 2025. 12 funds tracked by Wall St. Rank hold TAXM as of Q2 2026.

  • Goldman Sachs held 6,961 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $351K as of Q2 2026.
  • Goldman Sachs bought 1,300 BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents shares in Q2 2026, an estimated $65.2K.
  • BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #5920 holding.
  • Goldman Sachs first reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in Q4 2025 and has held it in 3 quarters since.
  • Goldman Sachs's BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents position peaked at $387K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.