Guild Investment Management’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Guild Investment Management’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	$279K	Hold	5,500	–	–	0.19%	46
2026 Q1	$278K	Hold	5,500	–	–	0.2%	37
2025 Q4	$280K	Buy	5,500 +1,500	+38%	+$76.2K	0.21%	39
2025 Q3	$204K	Buy	+4,000	New	+$203K	0.16%	46

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

Guild Investment Management's TAXX Position: Q2 2026 in Review

Guild Investment Management held its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) position steady in Q2 2026 at 5,500 shares worth $279K. The position accounts for 0.19% of the portfolio, ranked #46.

Guild Investment Management first reported a position in TAXX in Q3 2025 and has held it in 4 quarters since. The position peaked at $280K in Q4 2025. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Guild Investment Management held 5,500 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $279K as of Q2 2026.
Guild Investment Management left its BondBloxx IR+M Tax Aware Short Duration ETF share count unchanged in Q2 2026.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.19% of Guild Investment Management's portfolio in Q2 2026, its #46 holding.
Guild Investment Management first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2025 and has held it in 4 quarters since.
Guild Investment Management's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $280K in Q4 2025.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Guild Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.