Ken Griffin’s BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM Stock Holding History

Ken Griffin’s Portfolio TAXM Stock Details TAXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$363K	Sell	7,289 -6,271	-46%	-$316K	﹤0.01%	10035
2025 Q4	$682K	Buy	13,560 +4,057	+43%	+$204K	﹤0.01%	8259
2025 Q3	$477K	Buy	9,503 +4,415	+87%	+$218K	﹤0.01%	9254
2025 Q2	$250K	Buy	+5,088	New	+$249K	﹤0.01%	10204

Other funds holding TAXM

IRM

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

PSA

Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return

TWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Ken Griffin's TAXM Position: Q1 2026 in Review

Ken Griffin reduced its BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) stake by 46% in Q1 2026, selling an estimated $316K and leaving 7,289 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #10035.

Ken Griffin first reported a position in TAXM in Q2 2025 and has held it in 4 quarters since. The position peaked at $682K in Q4 2025. 7 funds tracked by Wall St. Rank hold TAXM as of Q1 2026.

Ken Griffin held 7,289 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $363K as of Q1 2026.
Ken Griffin sold 6,271 BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents shares in Q1 2026, an estimated $316K.
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #10035 holding.
Ken Griffin first reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in Q2 2025 and has held it in 4 quarters since.
Ken Griffin's BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents position peaked at $682K in Q4 2025.
7 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q1 2026.

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