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

Mayflower Financial Advisors’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	$1.45M	Buy	+28,604	New	+$1.45M	0.13%	143

Other funds holding TAXX

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

1IA

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

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

Mayflower Financial Advisors opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q2 2026: 28,604 shares worth $1.45M. The stake represents 0.13% of the portfolio and ranks #143 among its holdings.

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

Mayflower Financial Advisors held 28,604 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.45M as of Q2 2026.
BondBloxx IR+M Tax Aware Short Duration ETF was a new Mayflower Financial Advisors position in Q2 2026.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.13% of Mayflower Financial Advisors's portfolio in Q2 2026, its #143 holding.
7 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

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