Mayflower Financial Advisors’s BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM Stock Holding History

Mayflower Financial Advisors’s Portfolio TAXM Stock Details TAXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$503K	Buy	+9,955	New	+$500K	0.04%	280

Other funds holding TAXM

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Mayflower Financial Advisors's TAXM Position: Q2 2026 in Review

Mayflower Financial Advisors opened a new position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) in Q2 2026: 9,955 shares worth $503K. The stake represents 0.04% of the portfolio and ranks #280 among its holdings.

2 funds tracked by Wall St. Rank hold TAXM as of Q2 2026.

Mayflower Financial Advisors held 9,955 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $503K as of Q2 2026.
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents was a new Mayflower Financial Advisors position in Q2 2026.
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up 0.04% of Mayflower Financial Advisors's portfolio in Q2 2026, its #280 holding.
2 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.