Novem Group’s BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM Stock Holding History

Novem Group’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 Q3	–	Sell	-4,470	Closed	-$226K	–	478
2026 Q2	$226K	Buy	+4,470	New	+$224K	0.02%	413

Other funds holding TAXM

Income Research & Management Boston, Massachusetts $164M AUM 0.53% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Novem Group's TAXM Position: Q3 2026 in Review

Novem Group sold out of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) in Q3 2026, closing a stake of 4,470 shares — an estimated $226K sold.

Novem Group first reported a position in TAXM in Q2 2026 and held it in 1 quarter. The position peaked at $226K in Q2 2026. 2 funds tracked by Wall St. Rank hold TAXM as of Q3 2026.

Novem Group reported no remaining BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents position as of Q3 2026 after selling out during the quarter.
Novem Group sold 4,470 BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents shares in Q3 2026, an estimated $226K.
Novem Group first reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in Q2 2026 and held it in 1 quarter.
Novem Group's BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents position peaked at $226K in Q2 2026.
2 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.