UBS Group’s BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM Stock Holding History

UBS Group’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	$10K	Buy	+198	New	+$9.94K	﹤0.01%	8575

Other funds holding TAXM

IRM

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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return

MFA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

UBS Group's TAXM Position: Q2 2026 in Review

UBS Group opened a new position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) in Q2 2026: 198 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #8575 among its holdings.

12 funds tracked by Wall St. Rank hold TAXM as of Q2 2026.

UBS Group held 198 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $10K as of Q2 2026.
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents was a new UBS Group position in Q2 2026.
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8575 holding.
12 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.