Plum Street Advisors’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History
Bought
Maintained
Sold
Other funds holding TAXX
EWA
TWM
OCM
DWA
BWM
IRM
IWC
CAAM
Plum Street Advisors's TAXX Position: Q2 2026 in Review
Plum Street Advisors reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 8.6% in Q2 2026, selling an estimated $46.9K and leaving 9,880 shares worth $501K. The position accounts for 0.16% of the portfolio, ranked #73.
Plum Street Advisors first reported a position in TAXX in Q1 2026 and has held it in 2 quarters since. The position peaked at $546K in Q1 2026. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.
- Plum Street Advisors held 9,880 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $501K as of Q2 2026.
- Plum Street Advisors sold 926 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $46.9K.
- BondBloxx IR+M Tax Aware Short Duration ETF made up 0.16% of Plum Street Advisors's portfolio in Q2 2026, its #73 holding.
- Plum Street Advisors first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
- Plum Street Advisors's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $546K in Q1 2026.
- 60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.
Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.