JDM Financial Group’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

JDM Financial Group’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	$725K	Sell	14,350 -1,576	-10%	-$80.1K	0.28%	35
2025 Q4	$808K	Sell	15,926 -1,775	-10%	-$90.2K	0.31%	33
2025 Q3	$902K	Sell	17,701 -1,611	-8%	-$81.8K	0.38%	26
2025 Q2	$986K	Sell	19,312 -9,390	-33%	-$473K	0.47%	26
2025 Q1	$1.45M	Buy	28,702 +4,912	+21%	+$248K	0.74%	23
2024 Q4	$1.2M	Sell	23,790 -635	-3%	-$32.1K	0.62%	23
2024 Q3	$1.24M	Sell	24,425 -496	-2%	-$25.1K	0.67%	22
2024 Q2	$1.25M	Buy	+24,921	New	+$1.25M	0.84%	17

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 $1.03B AUM 16.43% 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 $169M AUM 0.85% 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

JDM Financial Group's TAXX Position: Q1 2026 in Review

JDM Financial Group reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 9.9% in Q1 2026, selling an estimated $80.1K and leaving 14,350 shares worth $725K. The position accounts for 0.28% of the portfolio, ranked #35.

JDM Financial Group first reported a position in TAXX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q1 2025. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

JDM Financial Group held 14,350 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $725K as of Q1 2026.
JDM Financial Group sold 1,576 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $80.1K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.28% of JDM Financial Group's portfolio in Q1 2026, its #35 holding.
JDM Financial Group first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q2 2024 and has held it in 8 quarters since.
JDM Financial Group's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $1.45M in Q1 2025.
54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.