IRM
TAXM

Income Research & Management’s BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM Stock Holding History

Income Research & Management’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 		$5.05B Hold
100,000
– – 2.74% 20
2026
Q1 		$4.98M Hold
100,000
– – 2.96% 19
2025
Q4 		$5.03M Hold
100,000
– – 2.64% 23
2025
Q3 		$5.02M Hold
100,000
– – 2.45% 25
2025
Q2 		$4.92M Hold
100,000
– – 1.32% 31
2025
Q1 		$4.96M Buy
+100,000
New +$4.97M 2.11% 24

Other funds holding TAXM

TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 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
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Income Research & Management's TAXM Position: Q2 2026 in Review

Income Research & Management held its BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) position steady in Q2 2026 at 100,000 shares worth $5.05B. The position accounts for 2.74% of the portfolio, ranked #20.

Income Research & Management first reported a position in TAXM in Q1 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold TAXM as of Q2 2026.

  • Income Research & Management held 100,000 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $5.05B as of Q2 2026.
  • Income Research & Management left its BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents share count unchanged in Q2 2026.
  • BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up 2.74% of Income Research & Management's portfolio in Q2 2026, its #20 holding.
  • Income Research & Management first reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in Q1 2025 and has held it in 6 quarters since.
  • 6 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q2 2026.

Based on Income Research & Management's 13F filing for Q2 2026, filed 24 Jul 2026.