Tanager Wealth Management’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Tanager Wealth Management’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 Q1	$11.6M	Buy	230,239 +41,025	+22%	+$2.08M	1.13%	23
2025 Q4	$9.6M	Buy	189,214 +9,781	+5%	+$497K	0.96%	25
2025 Q3	$9.15M	Buy	179,433 +44,084	+33%	+$2.24M	0.96%	25
2025 Q2	$6.91M	Buy	135,349 +11,431	+9%	+$576K	0.81%	25
2025 Q1	$6.27M	Buy	123,918 +13,955	+13%	+$705K	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%	+$1.13M	0.2%	34
2024 Q2	$331K	Buy	+6,608	New	+$330K	0.05%	70

Other funds holding TAXX

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

IRM

Income Research & Management Boston, Massachusetts $169M AUM 0.85% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Tanager Wealth Management's TAXX Position: Q1 2026 in Review

Tanager Wealth Management increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 22% in Q1 2026, buying an estimated $2.08M and bringing the position to 230,239 shares worth $11.6M. The position accounts for 1.13% of the portfolio, ranked #23.

Tanager Wealth Management first reported a position in TAXX in Q2 2024 and has held it in 8 quarters since. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

Tanager Wealth Management held 230,239 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $11.6M as of Q1 2026.
Tanager Wealth Management bought 41,025 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $2.08M.
BondBloxx IR+M Tax Aware Short Duration ETF made up 1.13% of Tanager Wealth Management's portfolio in Q1 2026, its #23 holding.
Tanager Wealth Management first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q2 2024 and has held it in 8 quarters since.
54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.