Inspire Advisors’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Inspire Advisors’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	$701K	Sell	13,865 -262	-2%	-$13.3K	0.06%	272
2025 Q4	$717K	Buy	14,127 +8,098	+134%	+$412K	0.07%	222
2025 Q3	$307K	Buy	6,029 +690	+13%	+$35.1K	0.03%	379
2025 Q2	$273K	Buy	+5,339	New	+$269K	0.03%	394

Other funds holding TAXX

EWA

EP Wealth Advisors Torrance, California $20.3B 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 $3.65B AUM 15.32% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

IRM

Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Inspire Advisors's TAXX Position: Q1 2026 in Review

Inspire Advisors reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 1.9% in Q1 2026, selling an estimated $13.3K and leaving 13,865 shares worth $701K. The position accounts for 0.06% of the portfolio, ranked #272.

Inspire Advisors first reported a position in TAXX in Q2 2025 and has held it in 4 quarters since. The position peaked at $717K in Q4 2025. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

Inspire Advisors held 13,865 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $701K as of Q1 2026.
Inspire Advisors sold 262 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $13.3K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.06% of Inspire Advisors's portfolio in Q1 2026, its #272 holding.
Inspire Advisors first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q2 2025 and has held it in 4 quarters since.
Inspire Advisors's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $717K in Q4 2025.
54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.