&Partners’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

&Partners’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	$222K	Buy	+4,372	New	+$221K	﹤0.01%	2317

Other funds holding TAXX

EP Wealth Advisors Torrance, California $26.2B AUM

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

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

MML Investors Services

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

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

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

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

&Partners's TAXX Position: Q2 2026 in Review

&Partners opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q2 2026: 4,372 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #2317 among its holdings.

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

&Partners held 4,372 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $222K as of Q2 2026.
BondBloxx IR+M Tax Aware Short Duration ETF was a new &Partners position in Q2 2026.
BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2317 holding.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.