SIS
TAXX icon

Sound Income Strategies’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Sound Income Strategies’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 		– Sell
-1
Closed -$40 – 2461
2026
Q1 		$40 Sell
1
-19,161
-100% -$974K ﹤0.01% 2541
2025
Q4 		$975K Buy
19,162
+191
+1% +$9.71K 0.05% 189
2025
Q3 		$964K Buy
18,971
+225
+1% +$11.4K 0.05% 161
2025
Q2 		$957K Buy
18,746
+175
+0.9% +$8.82K 0.05% 151
2025
Q1 		$939K Buy
18,571
+165
+0.9% +$8.34K 0.06% 150
2024
Q4 		$927K Buy
18,406
+157
+0.9% +$7.93K 0.06% 144
2024
Q3 		$927K Buy
18,249
+163
+0.9% +$8.23K 0.06% 138
2024
Q2 		$906K Buy
18,086
+115
+0.6% +$5.75K 0.06% 137
2024
Q1 		$899K Buy
+17,971
New +$899K 0.07% 132

Other funds holding TAXX

IRM
Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return
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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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 $765M AUM 15.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Sound Income Strategies's TAXX Position: Q2 2026 in Review

Sound Income Strategies sold out of BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q2 2026, closing a stake of 1 share — an estimated $40 sold.

Sound Income Strategies first reported a position in TAXX in Q1 2024 and held it in 9 quarters. The position peaked at $975K in Q4 2025. 46 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • Sound Income Strategies reported no remaining BondBloxx IR+M Tax Aware Short Duration ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1 BondBloxx IR+M Tax Aware Short Duration ETF share in Q2 2026, an estimated $40.
  • Sound Income Strategies first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2024 and held it in 9 quarters.
  • Sound Income Strategies's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $975K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.