Income Research & Management’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Income Research & 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	$4.92B	Sell	97,000 -3,000	-3%	-$152K	2.67%	21
2026 Q1	$5.06M	Hold	100,000	–	–	3%	17
2025 Q4	$5.07M	Hold	100,000	–	–	2.66%	21
2025 Q3	$5.1M	Hold	100,000	–	–	2.49%	23
2025 Q2	$5.11M	Hold	100,000	–	–	1.36%	29
2025 Q1	$5.06M	Hold	100,000	–	–	2.15%	22
2024 Q4	$5.04M	Hold	100,000	–	–	2.4%	20
2024 Q3	$5.08M	Hold	100,000	–	–	2.44%	19
2024 Q2	$5.01M	Hold	100,000	–	–	2.89%	16
2024 Q1	$5M	Buy	+100,000	New	+$5M	3.37%	14

Other funds holding TAXX

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

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

Income Research & Management reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 3% in Q2 2026, selling an estimated $152K and leaving 97,000 shares worth $4.92B. The position accounts for 2.67% of the portfolio, ranked #21.

Income Research & Management first reported a position in TAXX in Q1 2024 and has held it in 10 quarters since. 24 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Income Research & Management held 97,000 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $4.92B as of Q2 2026.
Income Research & Management sold 3,000 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $152K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 2.67% of Income Research & Management's portfolio in Q2 2026, its #21 holding.
Income Research & Management first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2024 and has held it in 10 quarters since.
24 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

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