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Orion Portfolio Solutions’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$552K Buy
10,918
+1,717
+19% +$86.8K 0.01% 1371
2024
Q4 		$463K Sell
9,201
-10,766
-54% -$544K ﹤0.01% 1375
2024
Q3 		$1.01M Buy
+19,967
New +$1.01M 0.01% 1033

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
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
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

Orion Portfolio Solutions's TAXX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 19% in Q1 2025, buying an estimated $86.8K and bringing the position to 10,918 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #1371.

Orion Portfolio Solutions first reported a position in TAXX in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.01M in Q3 2024. 26 funds tracked by Wall St. Rank hold TAXX as of Q1 2025.

  • Orion Portfolio Solutions held 10,918 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $552K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,717 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2025, an estimated $86.8K.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1371 holding.
  • Orion Portfolio Solutions first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2024 and has held it in 3 quarters since.
  • Orion Portfolio Solutions's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $1.01M in Q3 2024.
  • 26 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.