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

Tanager Wealth Management’s Portfolio TAXM Stock Details TAXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$800K	Buy	15,837 +9,487	+149%	+$476K	0.07%	72
2026 Q1	$316K	Buy	+6,350	New	+$320K	0.03%	110

Other funds holding TAXM

IRM

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

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Tanager Wealth Management's TAXM Position: Q2 2026 in Review

Tanager Wealth Management increased its BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) stake by 149% in Q2 2026, buying an estimated $476K and bringing the position to 15,837 shares worth $800K. The position accounts for 0.07% of the portfolio, ranked #72.

Tanager Wealth Management first reported a position in TAXM in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold TAXM as of Q2 2026.

Tanager Wealth Management held 15,837 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $800K as of Q2 2026.
Tanager Wealth Management bought 9,487 BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents shares in Q2 2026, an estimated $476K.
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up 0.07% of Tanager Wealth Management's portfolio in Q2 2026, its #72 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 2 quarters since.
5 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.