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Impact Partnership Wealth’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Impact Partnership Wealth’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 		$430K Sell
8,471
-350
-4% -$17.7K 0.04% 283
2026
Q1 		$446K Buy
+8,821
New +$448K 0.06% 217

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

Impact Partnership Wealth's TAXX Position: Q2 2026 in Review

Impact Partnership Wealth reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 4% in Q2 2026, selling an estimated $17.7K and leaving 8,471 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #283.

Impact Partnership Wealth first reported a position in TAXX in Q1 2026 and has held it in 2 quarters since. The position peaked at $446K in Q1 2026. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • Impact Partnership Wealth held 8,471 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $430K as of Q2 2026.
  • Impact Partnership Wealth sold 350 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $17.7K.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #283 holding.
  • Impact Partnership Wealth first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
  • Impact Partnership Wealth's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $446K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.