Thrivent Financial for Lutherans’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Thrivent Financial for Lutherans’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	–	Sell	-90,087	Closed	-$4.57M	–	2686
2025 Q4	$4.57M	Buy	+90,087	New	+$4.58M	0.01%	989
2025 Q3	–	Sell	-67,218	Closed	-$3.43M	–	2646
2025 Q2	$3.43M	Buy	+67,218	New	+$3.39M	0.01%	1005
2025 Q1	–	Sell	-4,917	Closed	-$248K	–	2576
2024 Q4	$248K	Buy	+4,917	New	+$248K	﹤0.01%	2457

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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 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 $184B AUM 0.09% 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

Thrivent Financial for Lutherans's TAXX Position: Q1 2026 in Review

Thrivent Financial for Lutherans sold out of BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q1 2026, closing a stake of 90,087 shares — an estimated $4.57M sold.

Thrivent Financial for Lutherans first reported a position in TAXX in Q4 2024 and held it in 3 quarters. The position peaked at $4.57M in Q4 2025. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

Thrivent Financial for Lutherans reported no remaining BondBloxx IR+M Tax Aware Short Duration ETF position as of Q1 2026 after selling out during the quarter.
Thrivent Financial for Lutherans sold 90,087 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $4.57M.
Thrivent Financial for Lutherans first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q4 2024 and held it in 3 quarters.
Thrivent Financial for Lutherans's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $4.57M in Q4 2025.
54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.