Wells Fargo
TAXX icon

Wells Fargo’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Wells Fargo’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
2025
Q3 		– Sell
-34
Closed -$1.74K – 7456
2025
Q2 		$1.74K Buy
+34
New +$1.71K ﹤0.01% 6231

Other funds holding TAXX

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

Wells Fargo's TAXX Position: Q3 2025 in Review

Wells Fargo sold out of BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) in Q3 2025, closing a stake of 34 shares — an estimated $1.74K sold.

Wells Fargo first reported a position in TAXX in Q2 2025 and held it in 1 quarter. The position peaked at $1.74K in Q2 2025. 33 funds tracked by Wall St. Rank hold TAXX as of Q3 2025.

  • Wells Fargo reported no remaining BondBloxx IR+M Tax Aware Short Duration ETF position as of Q3 2025 after selling out during the quarter.
  • Wells Fargo sold 34 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q3 2025, an estimated $1.74K.
  • Wells Fargo first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q2 2025 and held it in 1 quarter.
  • Wells Fargo's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $1.74K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q3 2025.

Based on Wells Fargo's 13F filing for Q3 2025, filed 13 Nov 2025.