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
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 $20.3B AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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 $3.65B AUM 15.32% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Raymond James Financial's TAXX Position: Q1 2026 in Review

Raymond James Financial held its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) position steady in Q1 2026 at 17,846 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #3935.

Raymond James Financial first reported a position in TAXX in Q2 2025 and has held it in 4 quarters since. The position peaked at $905K in Q4 2025. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

  • Raymond James Financial held 17,846 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $902K as of Q1 2026.
  • Raymond James Financial left its BondBloxx IR+M Tax Aware Short Duration ETF share count unchanged in Q1 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3935 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 4 quarters since.
  • Raymond James Financial's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $905K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.