LPL Financial’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

LPL Financial’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	$1.32M	Buy	+25,974	New	+$1.32M	﹤0.01%	4163

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

LPL Financial's TAXX Position: Q2 2026 in Review

LPL Financial opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q2 2026: 25,974 shares worth $1.32M. The stake represents ﹤0.01% of the portfolio and ranks #4163 among its holdings.

60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

LPL Financial held 25,974 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.32M as of Q2 2026.
BondBloxx IR+M Tax Aware Short Duration ETF was a new LPL Financial position in Q2 2026.
BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4163 holding.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.