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Pineridge Advisors’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Pineridge Advisors’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
Q3 		$2.47M Buy
+48,466
New +$2.46M 0.71% 13

Other funds holding TAXX

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
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $169M AUM 0.85% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pineridge Advisors's TAXX Position: Q3 2025 in Review

Pineridge Advisors opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q3 2025: 48,466 shares worth $2.47M. The stake represents 0.71% of the portfolio and ranks #13 among its holdings.

33 funds tracked by Wall St. Rank hold TAXX as of Q3 2025.

  • Pineridge Advisors held 48,466 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $2.47M as of Q3 2025.
  • BondBloxx IR+M Tax Aware Short Duration ETF was a new Pineridge Advisors position in Q3 2025.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.71% of Pineridge Advisors's portfolio in Q3 2025, its #13 holding.
  • 33 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.