Wealth Enhancement Advisory Services
TAXX icon

Wealth Enhancement Advisory Services’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Wealth Enhancement Advisory Services’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 		$697K Buy
+13,774
New +$697K ﹤0.01% 2382

Other funds holding TAXX

MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Wealth Enhancement Advisory Services's TAXX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q2 2026: 13,774 shares worth $697K. The stake represents ﹤0.01% of the portfolio and ranks #2382 among its holdings.

7 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,774 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $697K as of Q2 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2382 holding.
  • 7 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.