RWP
TAXM

RWA Wealth Partners’s BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM Stock Holding History

RWA Wealth Partners’s Portfolio TAXM Stock Details TAXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$334K Buy
+6,606
New +$332K ﹤0.01% 548

Other funds holding TAXM

IRM
Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RWA Wealth Partners's TAXM Position: Q2 2026 in Review

RWA Wealth Partners opened a new position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) in Q2 2026: 6,606 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings.

12 funds tracked by Wall St. Rank hold TAXM as of Q2 2026.

  • RWA Wealth Partners held 6,606 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $334K as of Q2 2026.
  • BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents was a new RWA Wealth Partners position in Q2 2026.
  • BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #548 holding.
  • 12 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.