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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$986K	Sell	19,312 -9,390	-33%	-$479K	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%	-$32K	0.62%	23
2024 Q3	$1.24M	Sell	24,425 -496	-2%	-$25.2K	0.67%	22
2024 Q2	$1.25M	Buy	+24,921	New	+$1.25M	0.84%	17