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

Oasis 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 		$574K Buy
+11,313
New +$573K 0.37% 39
2026
Q1 		– Sell
-34,769
Closed -$1.76M – 236
2025
Q4 		$1.76M Buy
+34,769
New +$1.77M 0.93% 27

Other funds holding TAXX

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Oasis Advisors's TAXX Position: Q2 2026 in Review

Oasis Advisors opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q2 2026: 11,313 shares worth $574K. The stake represents 0.37% of the portfolio and ranks #39 among its holdings. This is a return to the name: Oasis Advisors previously reported a position in TAXX as recently as Q4 2025.

Oasis Advisors first reported a position in TAXX in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.76M in Q4 2025. 24 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • Oasis Advisors held 11,313 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $574K as of Q2 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF was a new Oasis Advisors position in Q2 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.37% of Oasis Advisors's portfolio in Q2 2026, its #39 holding.
  • Oasis Advisors first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q4 2025 and has held it in 2 quarters since.
  • Oasis Advisors's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $1.76M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.