CFS Investment Advisory Services, LLC
Position in TAXX — BondBloxx IR+M Tax-Aware Short Duration ETF
CIK 1845688
TOTOWA, NJ
All Filings in TAXX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TAXX | $900,435 | 17,811 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 TAXX | $1,003,140 | 19,778 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 TAXX | $856,158 | 16,794 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 TAXX | $382,313 | 7,489 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 TAXX | $377,859 | 7,472 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 TAXX | $395,338 | 7,849 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 TAXX | $236,884 | 4,664 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||