Guardian Financial Partners’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Guardian Financial Partners’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 Q1	–	Sell	-5,289	Closed	-$268K	–	72
2025 Q4	$268K	Sell	5,289 -26,775	-84%	-$1.36M	0.11%	64
2025 Q3	$1.63M	Sell	32,064 -25	-0.1%	-$1.27K	0.69%	27
2025 Q2	$1.64M	Buy	32,089 +2,811	+10%	+$142K	0.74%	27
2025 Q1	$1.48M	Sell	29,278 -873	-3%	-$44.1K	0.71%	27
2024 Q4	$1.52M	Buy	30,151 +3,493	+13%	+$177K	0.9%	25
2024 Q3	$1.35M	Buy	+26,658	New	+$1.35M	0.85%	26

Other funds holding TAXX

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

IRM

Income Research & Management Boston, Massachusetts $184M AUM 0.09% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Guardian Financial Partners's TAXX Position: Q1 2026 in Review

Guardian Financial Partners sold out of BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q1 2026, closing a stake of 5,289 shares — an estimated $268K sold.

Guardian Financial Partners first reported a position in TAXX in Q3 2024 and held it in 6 quarters. The position peaked at $1.64M in Q2 2025. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

Guardian Financial Partners reported no remaining BondBloxx IR+M Tax Aware Short Duration ETF position as of Q1 2026 after selling out during the quarter.
Guardian Financial Partners sold 5,289 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $268K.
Guardian Financial Partners first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2024 and held it in 6 quarters.
Guardian Financial Partners's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $1.64M in Q2 2025.
54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Guardian Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.