One Capital Management’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

One Capital Management’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	$10.7M	Hold	211,094	–	–	0.3%	76
2026 Q1	$10.7M	Buy	211,094 +9,160	+5%	+$466K	0.29%	78
2025 Q4	$10.2M	Buy	201,934 +2,077	+1%	+$106K	0.31%	78
2025 Q3	$10.2M	Buy	199,857 +8,605	+4%	+$437K	0.33%	76
2025 Q2	$9.76M	Buy	191,252 +3,194	+2%	+$161K	0.34%	77
2025 Q1	$9.51M	Buy	188,058 +10,426	+6%	+$527K	0.32%	78
2024 Q4	$8.95M	Buy	177,632 +15,025	+9%	+$759K	0.3%	87
2024 Q3	$8.26M	Buy	162,607 +3,179	+2%	+$161K	0.26%	96
2024 Q2	$7.99M	Buy	+159,428	New	+$7.97M	0.27%	86

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

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IRM

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

One Capital Management's TAXX Position: Q2 2026 in Review

One Capital Management held its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) position steady in Q2 2026 at 211,094 shares worth $10.7M. The position accounts for 0.3% of the portfolio, ranked #76.

One Capital Management first reported a position in TAXX in Q2 2024 and has held it in 9 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

One Capital Management held 211,094 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $10.7M as of Q2 2026.
One Capital Management left its BondBloxx IR+M Tax Aware Short Duration ETF share count unchanged in Q2 2026.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.3% of One Capital Management's portfolio in Q2 2026, its #76 holding.
One Capital Management first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q2 2024 and has held it in 9 quarters since.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.