Laurel Oak Wealth Management’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Laurel Oak Wealth Management's TAXX Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 398% in Q2 2026, buying an estimated $2.01M and bringing the position to 49,631 shares worth $2.52M. The position accounts for 0.37% of the portfolio, ranked #51.

Laurel Oak Wealth Management first reported a position in TAXX in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

• Laurel Oak Wealth Management held 49,631 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $2.52M as of Q2 2026.
• Laurel Oak Wealth Management bought 39,673 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $2.01M.
• BondBloxx IR+M Tax Aware Short Duration ETF made up 0.37% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #51 holding.
• Laurel Oak Wealth Management first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
• 60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.