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

Stifel 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	$1.89M	Buy	37,328 +69	+0.2%	+$3.51K	﹤0.01%	2004
2025 Q4	$1.89M	Buy	37,259 +7,107	+24%	+$361K	﹤0.01%	1974
2025 Q3	$1.54M	Buy	30,152 +20,994	+229%	+$1.07M	﹤0.01%	2096
2025 Q2	$468K	Buy	9,158 +3,558	+64%	+$179K	﹤0.01%	2819
2025 Q1	$283K	Buy	+5,600	New	+$283K	﹤0.01%	3000

Other funds holding TAXX

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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 $398M AUM 17.85% 1-Year Est. Return

IRM

Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return

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

Stifel Financial's TAXX Position: Q1 2026 in Review

Stifel Financial increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 0.19% in Q1 2026, buying an estimated $3.51K and bringing the position to 37,328 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Stifel Financial first reported a position in TAXX in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.89M in Q4 2025. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

Stifel Financial held 37,328 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.89M as of Q1 2026.
Stifel Financial bought 69 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $3.51K.
BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2004 holding.
Stifel Financial first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2025 and has held it in 5 quarters since.
Stifel Financial's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $1.89M 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 Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.