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Nemes Rush Group’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Nemes Rush Group’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 		$1.62M Buy
31,896
+836
+3% +$42.3K 0.13% 91
2026
Q1 		$1.57M Buy
31,060
+13,278
+75% +$675K 0.15% 84
2025
Q4 		$902K Buy
17,782
+3,426
+24% +$174K 0.08% 109
2025
Q3 		$732K Buy
14,356
+5,417
+61% +$275K 0.07% 113
2025
Q2 		$456K Buy
+8,939
New +$451K 0.05% 135

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

Nemes Rush Group's TAXX Position: Q2 2026 in Review

Nemes Rush Group increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 2.7% in Q2 2026, buying an estimated $42.3K and bringing the position to 31,896 shares worth $1.62M. The position accounts for 0.13% of the portfolio, ranked #91.

Nemes Rush Group first reported a position in TAXX in Q2 2025 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • Nemes Rush Group held 31,896 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.62M as of Q2 2026.
  • Nemes Rush Group bought 836 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $42.3K.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.13% of Nemes Rush Group's portfolio in Q2 2026, its #91 holding.
  • Nemes Rush Group first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q2 2025 and has held it in 5 quarters since.
  • 60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.