Tanager Wealth Management’s BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM Stock Holding History

Tanager Wealth Management's TAXM Position: Q3 2026 in Review

Tanager Wealth Management increased its BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) stake by 0.49% in Q3 2026, buying an estimated $3.79K and bringing the position to 15,914 shares worth $754K. The position accounts for 0.06% of the portfolio, ranked #73.

Tanager Wealth Management first reported a position in TAXM in Q1 2026 and has held it in 3 quarters since. The position peaked at $800K in Q2 2026. 2 funds tracked by Wall St. Rank hold TAXM as of Q3 2026.

• Tanager Wealth Management held 15,914 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $754K as of Q3 2026.
• Tanager Wealth Management bought 77 BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents shares in Q3 2026, an estimated $3.79K.
• BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up 0.06% of Tanager Wealth Management's portfolio in Q3 2026, its #73 holding.
• Tanager Wealth Management first reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in Q1 2026 and has held it in 3 quarters since.
• Tanager Wealth Management's BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents position peaked at $800K in Q2 2026.
• 2 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.