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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
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 $20.3B AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $169M AUM 0.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Nemes Rush Group's TAXX Position: Q1 2026 in Review

Nemes Rush Group increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 75% in Q1 2026, buying an estimated $675K and bringing the position to 31,060 shares worth $1.57M. The position accounts for 0.15% of the portfolio, ranked #84.

Nemes Rush Group first reported a position in TAXX in Q2 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

  • Nemes Rush Group held 31,060 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.57M as of Q1 2026.
  • Nemes Rush Group bought 13,278 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $675K.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.15% of Nemes Rush Group's portfolio in Q1 2026, its #84 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 4 quarters since.
  • 54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.