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 Q2	$226K	Buy	+4,470	New	+$224K	0.02%	413

Other funds holding TAXM

IRM

Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

1IA

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

Novem Group's TAXM Position: Q2 2026 in Review

Novem Group opened a new position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) in Q2 2026: 4,470 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #413 among its holdings.

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

Novem Group held 4,470 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $226K as of Q2 2026.
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents was a new Novem Group position in Q2 2026.
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up 0.02% of Novem Group's portfolio in Q2 2026, its #413 holding.
5 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.