UBS Group’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

UBS Group’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	$5.76K	Buy	+114	New	+$5.79K	﹤0.01%	8744
2025 Q4	–	Sell	-131	Closed	-$6.68K	–	11295
2025 Q3	$6.68K	Buy	+131	New	+$6.66K	﹤0.01%	8769
2024 Q3	–	Sell	-116	Closed	-$5.81K	–	10170
2024 Q2	$5.81K	Buy	+116	New	+$5.8K	﹤0.01%	7963

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

UBS Group's TAXX Position: Q1 2026 in Review

UBS Group opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q1 2026: 114 shares worth $5.76K. The stake represents ﹤0.01% of the portfolio and ranks #8744 among its holdings. This is a return to the name: UBS Group previously reported a position in TAXX as recently as Q3 2025.

UBS Group first reported a position in TAXX in Q2 2024 and has held it in 3 quarters since. The position peaked at $6.68K in Q3 2025. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

UBS Group held 114 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $5.76K as of Q1 2026.
BondBloxx IR+M Tax Aware Short Duration ETF was a new UBS Group position in Q1 2026.
BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8744 holding.
UBS Group first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q2 2024 and has held it in 3 quarters since.
UBS Group's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $6.68K in Q3 2025.
54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.