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SmartHarvest Portfolios’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

SmartHarvest Portfolios’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 		$443K Hold
8,767
– – 0.18% 115
2025
Q4 		$445K Buy
+8,767
New +$446K 0.15% 138

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 $1.03B AUM 16.43% 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 $398M AUM 17.85% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $169M AUM 0.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

SmartHarvest Portfolios's TAXX Position: Q1 2026 in Review

SmartHarvest Portfolios held its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) position steady in Q1 2026 at 8,767 shares worth $443K. The position accounts for 0.18% of the portfolio, ranked #115.

SmartHarvest Portfolios first reported a position in TAXX in Q4 2025 and has held it in 2 quarters since. The position peaked at $445K in Q4 2025. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

  • SmartHarvest Portfolios held 8,767 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $443K as of Q1 2026.
  • SmartHarvest Portfolios 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 0.18% of SmartHarvest Portfolios's portfolio in Q1 2026, its #115 holding.
  • SmartHarvest Portfolios first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q4 2025 and has held it in 2 quarters since.
  • SmartHarvest Portfolios's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $445K 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 SmartHarvest Portfolios's 13F filing for Q1 2026, filed 21 Apr 2026.