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 Q2	$628K	Sell	12,375 -1,975	-14%	-$100K	0.21%	42
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 $26.2B AUM

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 $3.6B AUM 16.02% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IRM

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

JDM Financial Group's TAXX Position: Q2 2026 in Review

JDM Financial Group reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 14% in Q2 2026, selling an estimated $100K and leaving 12,375 shares worth $628K. The position accounts for 0.21% of the portfolio, ranked #42.

JDM Financial Group first reported a position in TAXX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.45M in Q1 2025. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

JDM Financial Group held 12,375 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $628K as of Q2 2026.
JDM Financial Group sold 1,975 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $100K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.21% of JDM Financial Group's portfolio in Q2 2026, its #42 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 9 quarters since.
JDM Financial Group's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $1.45M in Q1 2025.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.