Osaic Holdings’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Osaic Holdings’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	$8.42K	Buy	+166	New	+$8.4K	﹤0.01%	6697

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 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

Osaic Holdings's TAXX Position: Q2 2026 in Review

Osaic Holdings opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q2 2026: 166 shares worth $8.42K. The stake represents ﹤0.01% of the portfolio and ranks #6697 among its holdings.

60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Osaic Holdings held 166 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $8.42K as of Q2 2026.
BondBloxx IR+M Tax Aware Short Duration ETF was a new Osaic Holdings position in Q2 2026.
BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6697 holding.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.