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Patriot Financial Group Insurance Agency’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Patriot Financial Group Insurance Agency’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 		$366K Sell
7,204
-7,104
-50% -$360K 0.04% 365
2026
Q1 		$723K Buy
+14,308
New +$727K 0.04% 367

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
BWM
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Patriot Financial Group Insurance Agency's TAXX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 50% in Q2 2026, selling an estimated $360K and leaving 7,204 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #365.

Patriot Financial Group Insurance Agency first reported a position in TAXX in Q1 2026 and has held it in 2 quarters since. The position peaked at $723K in Q1 2026. 35 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 7,204 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $366K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 7,104 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $360K.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #365 holding.
  • Patriot Financial Group Insurance Agency first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
  • Patriot Financial Group Insurance Agency's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $723K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.