LOWM
TAXX icon

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

Laurel Oak Wealth Management’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 		$503K Buy
+9,958
New +$506K 0.08% 190

Other funds holding TAXX

EWA
EP Wealth Advisors Torrance, California $20.3B 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 $1.03B 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
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

Laurel Oak Wealth Management's TAXX Position: Q1 2026 in Review

Laurel Oak Wealth Management opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q1 2026: 9,958 shares worth $503K. The stake represents 0.08% of the portfolio and ranks #190 among its holdings.

54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

  • Laurel Oak Wealth Management held 9,958 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $503K as of Q1 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF was a new Laurel Oak Wealth Management position in Q1 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.08% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #190 holding.
  • 54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.