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

Plum Street 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
2026 Q1	$546K	Buy	+10,806	New	+$549K	0.19%	69

Other funds holding TAXX

EP Wealth Advisors Torrance, California $20.3B AUM

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

Income Research & Management Boston, Massachusetts $169M AUM 0.85% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Plum Street Advisors's TAXX Position: Q1 2026 in Review

Plum Street Advisors opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q1 2026: 10,806 shares worth $546K. The stake represents 0.19% of the portfolio and ranks #69 among its holdings.

54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

Plum Street Advisors held 10,806 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $546K as of Q1 2026.
BondBloxx IR+M Tax Aware Short Duration ETF was a new Plum Street Advisors position in Q1 2026.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.19% of Plum Street Advisors's portfolio in Q1 2026, its #69 holding.
54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Plum Street Advisors's 13F filing for Q1 2026, filed 14 May 2026.