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 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 $20.3B AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 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 $398M AUM 17.85% 1-Year Est. Return

IRM

Income Research & Management Boston, Massachusetts $169M AUM 0.85% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Lake Street Private Wealth's TAXX Position: Q1 2026 in Review

Lake Street Private Wealth increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 3.1% in Q1 2026, buying an estimated $65.1K and bringing the position to 43,120 shares worth $2.18M. The position accounts for 0.28% of the portfolio, ranked #75.

Lake Street Private Wealth first reported a position in TAXX in Q2 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

Lake Street Private Wealth held 43,120 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $2.18M as of Q1 2026.
Lake Street Private Wealth bought 1,281 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $65.1K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.28% of Lake Street Private Wealth's portfolio in Q1 2026, its #75 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 4 quarters since.
54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.