Ken Griffin
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Ken Griffin’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Ken Griffin’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 		$949K Buy
+18,775
New +$954K ﹤0.01% 7775
2025
Q3 		– Sell
-4,976
Closed -$254K – 14354
2025
Q2 		$254K Buy
+4,976
New +$251K ﹤0.01% 10176

Other funds holding TAXX

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Carson Wealth (CWM LLC)
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 $473M AUM 19.65% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return
AssetMark Inc
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Ken Griffin's TAXX Position: Q1 2026 in Review

Ken Griffin opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q1 2026: 18,775 shares worth $949K. The stake represents ﹤0.01% of the portfolio and ranks #7775 among its holdings. This is a return to the name: Ken Griffin previously reported a position in TAXX as recently as Q2 2025.

Ken Griffin first reported a position in TAXX in Q2 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

  • Ken Griffin held 18,775 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $949K as of Q1 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF was a new Ken Griffin position in Q1 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #7775 holding.
  • Ken Griffin first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q2 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

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