Raymond James Financial
TAXX icon

Raymond James Financial’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Raymond James Financial’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
Q2 		$775K Sell
15,281
-2,565
-14% -$130K ﹤0.01% 4180
2026
Q1 		$902K Hold
17,846
– – ﹤0.01% 3935
2025
Q4 		$905K Buy
17,846
+2,096
+13% +$107K ﹤0.01% 3848
2025
Q3 		$803K Buy
15,750
+15,117
+2,388% +$768K ﹤0.01% 3828
2025
Q2 		$32.3K Buy
+633
New +$31.9K ﹤0.01% 5375

Other funds holding TAXX

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

Raymond James Financial's TAXX Position: Q2 2026 in Review

Raymond James Financial reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 14% in Q2 2026, selling an estimated $130K and leaving 15,281 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #4180.

Raymond James Financial first reported a position in TAXX in Q2 2025 and has held it in 5 quarters since. The position peaked at $905K in Q4 2025. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • Raymond James Financial held 15,281 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $775K as of Q2 2026.
  • Raymond James Financial sold 2,565 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $130K.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4180 holding.
  • Raymond James Financial first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q2 2025 and has held it in 5 quarters since.
  • Raymond James Financial's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $905K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.