Lake Street Private Wealth’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Lake Street Private Wealth’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	$2.45M	Buy	48,327 +5,207	+12%	+$264K	0.28%	76
2026 Q1	$2.18M	Buy	43,120 +1,281	+3%	+$65.1K	0.28%	75
2025 Q4	$2.12M	Buy	41,839 +24,625	+143%	+$1.25M	0.26%	77
2025 Q3	$878K	Buy	17,214 +11,685	+211%	+$594K	0.11%	115
2025 Q2	$282K	Buy	+5,529	New	+$279K	0.04%	215

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

Lake Street Private Wealth's TAXX Position: Q2 2026 in Review

Lake Street Private Wealth increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 12% in Q2 2026, buying an estimated $264K and bringing the position to 48,327 shares worth $2.45M. The position accounts for 0.28% of the portfolio, ranked #76.

Lake Street Private Wealth first reported a position in TAXX in Q2 2025 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Lake Street Private Wealth held 48,327 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $2.45M as of Q2 2026.
Lake Street Private Wealth bought 5,207 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $264K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.28% of Lake Street Private Wealth's portfolio in Q2 2026, its #76 holding.
Lake Street Private Wealth first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q2 2025 and has held it in 5 quarters since.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.