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 Q2	$1.16M	Sell	22,873 -8,521	-27%	-$431K	0.12%	127
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 $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

IWC

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

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

CAAM

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

Victory Financial Group's TAXX Position: Q2 2026 in Review

Victory Financial Group reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 27% in Q2 2026, selling an estimated $431K and leaving 22,873 shares worth $1.16M. The position accounts for 0.12% of the portfolio, ranked #127.

Victory Financial Group first reported a position in TAXX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.59M in Q1 2026. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Victory Financial Group held 22,873 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $1.16M as of Q2 2026.
Victory Financial Group sold 8,521 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $431K.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.12% of Victory Financial Group's portfolio in Q2 2026, its #127 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 6 quarters since.
Victory Financial Group's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $1.59M in Q1 2026.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.