Kestra Advisory Services’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Kestra Advisory Services’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	$224K	Buy	4,419 +25	+0.6%	+$1.27K	﹤0.01%	3024
2026 Q1	$222K	Sell	4,394 -1,229	-22%	-$62.5K	﹤0.01%	2868
2025 Q4	$285K	Buy	5,623 +183	+3%	+$9.3K	﹤0.01%	2586
2025 Q3	$277K	Buy	+5,440	New	+$276K	﹤0.01%	2513

Other funds holding TAXX

IRM

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

TWM

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

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Kestra Advisory Services's TAXX Position: Q2 2026 in Review

Kestra Advisory Services increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 0.57% in Q2 2026, buying an estimated $1.27K and bringing the position to 4,419 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #3024.

Kestra Advisory Services first reported a position in TAXX in Q3 2025 and has held it in 4 quarters since. The position peaked at $285K in Q4 2025. 18 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Kestra Advisory Services held 4,419 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $224K as of Q2 2026.
Kestra Advisory Services bought 25 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $1.27K.
BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3024 holding.
Kestra Advisory Services first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2025 and has held it in 4 quarters since.
Kestra Advisory Services's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $285K in Q4 2025.
18 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.