Sweeney & Michel’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Sweeney & Michel’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	$1.9M	Buy	+37,571	New	+$1.9M	0.5%	36

Other funds holding TAXX

EP Wealth Advisors Torrance, California $26.2B AUM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return

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

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

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

Sweeney & Michel's TAXX Position: Q2 2026 in Review

Sweeney & Michel opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q2 2026: 37,571 shares worth $1.9M. The stake represents 0.5% of the portfolio and ranks #36 among its holdings.

60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Sweeney & Michel held 37,571 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.9M as of Q2 2026.
BondBloxx IR+M Tax Aware Short Duration ETF was a new Sweeney & Michel position in Q2 2026.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.5% of Sweeney & Michel's portfolio in Q2 2026, its #36 holding.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.