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
MFA
RWP
CA
NG
IWC
Plum Street Advisors's TAXM Position: Q2 2026 in Review
Plum Street Advisors reduced its BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) stake by 21% in Q2 2026, selling an estimated $153K and leaving 11,300 shares worth $570K. The position accounts for 0.18% of the portfolio, ranked #69.
Plum Street Advisors first reported a position in TAXM in Q4 2025 and has held it in 3 quarters since. The position peaked at $715K in Q1 2026. 12 funds tracked by Wall St. Rank hold TAXM as of Q2 2026.
- Plum Street Advisors held 11,300 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $570K as of Q2 2026.
- Plum Street Advisors sold 3,056 BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents shares in Q2 2026, an estimated $153K.
- BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up 0.18% of Plum Street Advisors's portfolio in Q2 2026, its #69 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 3 quarters since.
- Plum Street Advisors's BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents position peaked at $715K in Q1 2026.
- 12 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q2 2026.
Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.