MHS
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M Holdings Securities’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

M Holdings Securities’s Portfolio TAXX Stock Details TAXX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$714K Buy
13,993
+1,134
+9% +$57.9K 0.12% 113
2025
Q1 		$650K Buy
12,859
+312
+2% +$15.8K 0.11% 117
2024
Q4 		$632K Buy
12,547
+107
+0.9% +$5.39K 0.1% 107
2024
Q3 		$632K Buy
+12,440
New +$632K 0.16% 70