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 Q2	$11.9M	Buy	234,724 +4,485	+2%	+$227K	1.04%	25
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 $26.2B AUM

OCM

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

DWA

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

BWM

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IRM

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

IWC

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

CAAM

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Tanager Wealth Management increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 1.9% in Q2 2026, buying an estimated $227K and bringing the position to 234,724 shares worth $11.9M. The position accounts for 1.04% of the portfolio, ranked #25.

Tanager Wealth Management first reported a position in TAXX in Q2 2024 and has held it in 9 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Tanager Wealth Management held 234,724 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $11.9M as of Q2 2026.
Tanager Wealth Management bought 4,485 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $227K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 1.04% of Tanager Wealth Management's portfolio in Q2 2026, its #25 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 9 quarters since.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

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