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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,993
Closed -$714K – 201
2025
Q2 		$714K Buy
13,993
+1,134
+9% +$57.2K 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% +$5.41K 0.1% 107
2024
Q3 		$632K Buy
+12,440
New +$628K 0.16% 70

Other funds holding TAXX

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

M Holdings Securities's TAXX Position: Q3 2025 in Review

M Holdings Securities sold out of BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q3 2025, closing a stake of 13,993 shares — an estimated $714K sold.

M Holdings Securities first reported a position in TAXX in Q3 2024 and held it in 4 quarters. The position peaked at $714K in Q2 2025. 33 funds tracked by Wall St. Rank hold TAXX as of Q3 2025.

  • M Holdings Securities reported no remaining BondBloxx IR+M Tax Aware Short Duration ETF position as of Q3 2025 after selling out during the quarter.
  • M Holdings Securities sold 13,993 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q3 2025, an estimated $714K.
  • M Holdings Securities first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2024 and held it in 4 quarters.
  • M Holdings Securities's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $714K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q3 2025.

Based on M Holdings Securities's 13F filing for Q3 2025, filed 13 Nov 2025.