TWM
Tanager Wealth Management’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Buy |
135,349
+11,431
| +9% | +$584K | 0.81% | 25 |
|
|
2025
Q1 | $6.27M | Buy |
123,918
+13,955
| +13% | +$706K | 0.82% | 23 |
|
|
2024
Q4 | $5.55M | Buy |
109,963
+80,911
| +279% | +$4.09M | 0.72% | 24 |
|
|
2024
Q3 | $1.48M | Buy |
29,052
+22,444
| +340% | +$1.14M | 0.2% | 34 |
|
|
2024
Q2 | $331K | Buy |
+6,608
| New | +$331K | 0.05% | 70 |
|