Gradient Investments’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Gradient Investments's TAXX Position: Q2 2026 in Review

Gradient Investments increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 0.35% in Q2 2026, buying an estimated $2.13K and bringing the position to 12,098 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #358.

Gradient Investments first reported a position in TAXX in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

• Gradient Investments held 12,098 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $614K as of Q2 2026.
• Gradient Investments bought 42 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $2.13K.
• BondBloxx IR+M Tax Aware Short Duration ETF made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #358 holding.
• Gradient Investments first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q2 2025 and has held it in 5 quarters since.
• 7 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.