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

Victory Financial 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	$1.59M	Buy	31,394 +2,137	+7%	+$109K	0.19%	84
2025 Q4	$1.48M	Buy	29,257 +4,778	+20%	+$243K	0.19%	81
2025 Q3	$1.25M	Buy	24,479 +3,810	+18%	+$194K	0.17%	76
2025 Q2	$1.06M	Buy	20,669 +10,368	+101%	+$523K	0.17%	69
2025 Q1	$515K	Buy	+10,301	New	+$521K	0.1%	103

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 $1.03B AUM 16.43% 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 $169M AUM 0.85% 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

Victory Financial Group's TAXX Position: Q1 2026 in Review

Victory Financial Group increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 7.3% in Q1 2026, buying an estimated $109K and bringing the position to 31,394 shares worth $1.59M. The position accounts for 0.19% of the portfolio, ranked #84.

Victory Financial Group first reported a position in TAXX in Q1 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

Victory Financial Group held 31,394 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.59M as of Q1 2026.
Victory Financial Group bought 2,137 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $109K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.19% of Victory Financial Group's portfolio in Q1 2026, its #84 holding.
Victory Financial Group first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q1 2025 and has held it in 5 quarters since.
54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.