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

Sunrise Financial Services’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 		$30.2K Hold
595
– – 0.02% 148
2026
Q1 		$30.1K Hold
595
– – 0.02% 145
2025
Q4 		$30.2K Buy
+595
New +$30.2K 0.02% 131

Other funds holding TAXX

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
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 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
IRM
Income Research & Management Boston, Massachusetts $184M AUM 0.09% 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

Sunrise Financial Services's TAXX Position: Q2 2026 in Review

Sunrise Financial Services held its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) position steady in Q2 2026 at 595 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #148.

Sunrise Financial Services first reported a position in TAXX in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • Sunrise Financial Services held 595 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $30.2K as of Q2 2026.
  • Sunrise Financial Services left its BondBloxx IR+M Tax Aware Short Duration ETF share count unchanged in Q2 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #148 holding.
  • Sunrise Financial Services first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.