Plum Street Advisors’s BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM Stock Holding History
Bought
Maintained
Sold
Other funds holding TAXM
IRM
TWM
CA
1IA
Plum Street Advisors's TAXM Position: Q1 2026 in Review
Plum Street Advisors increased its BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) stake by 136% in Q1 2026, buying an estimated $417K and bringing the position to 14,356 shares worth $715K. The position accounts for 0.25% of the portfolio, ranked #60.
Plum Street Advisors first reported a position in TAXM in Q4 2025 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold TAXM as of Q1 2026.
- Plum Street Advisors held 14,356 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $715K as of Q1 2026.
- Plum Street Advisors bought 8,265 BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents shares in Q1 2026, an estimated $417K.
- BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up 0.25% of Plum Street Advisors's portfolio in Q1 2026, its #60 holding.
- Plum Street Advisors first reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in Q4 2025 and has held it in 2 quarters since.
- 7 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q1 2026.
Based on Plum Street Advisors's 13F filing for Q1 2026, filed 14 May 2026.