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 Q2	–	Sell	-114	Closed	-$5.76K	–	11148
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 $26.2B AUM

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 $3.6B 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

CAAM

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

UBS Group's TAXX Position: Q2 2026 in Review

UBS Group sold out of BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q2 2026, closing a stake of 114 shares — an estimated $5.76K sold.

UBS Group first reported a position in TAXX in Q2 2024 and held it in 3 quarters. The position peaked at $6.68K in Q3 2025. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

UBS Group reported no remaining BondBloxx IR+M Tax Aware Short Duration ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 114 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $5.76K.
UBS Group first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q2 2024 and held it in 3 quarters.
UBS Group's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $6.68K in Q3 2025.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

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