Guardian Financial Partners, LLC TAXX — BONDBLOXX ETF TRUST

Ownership history in Guardian Financial Partners, LLC  ·  6 quarters on record

AI Ownership Summary

Guardian Financial Partners, LLC reported BONDBLOXX ETF TRUST (TAXX) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.9% in 2024 Q4. The latest visible filing shows TAXX at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TAXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Guardian Financial Partners, LLC's position in BONDBLOXX ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TAXX was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TAXX stock page Guardian Financial Partners, LLC fund profile Guardian Financial Partners, LLC full holdings
How Guardian Financial Partners, LLC held TAXX — position size vs. price
% of Fund (quarterly)    TAXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 83.5% +0.3% ❌ 5,289 -26,775 -83.5% 0.11% $268K 2026-01-14 $50.07
2025 Q3 REDUCED — — — 32,064 -25 -0.1% 0.69% $1.6M 2025-10-09 $49.54
2025 Q2 ADDED — — — 32,089 +2,811 +9.6% 0.74% $1.6M 2025-07-31 $49.04
2025 Q1 REDUCED — — — 29,278 -873 -2.9% 0.71% $1.5M 2025-04-23 $48.09
2024 Q4 ADDED — — — 30,151 +3,493 +13.1% 0.90% $1.5M 2025-01-15 $47.84
2024 Q3 INITIATED — — — 26,658 — — 0.85% $1.4M 2024-11-01 $47.54

🏢 Other funds also holding TAXX

As of 2026 Q2 — sorted by position size

Mayflower Financial Advisors, LLC 3Y 0.13% CGN Advisors LLC 3Y 0.1% CFS Investment Advisory Services, LLC 3Y 0.06% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.04% 1620 INVESTMENT ADVISORS, INC. 3Y 0.01% Farther Finance Advisors, LLC 0.01% Gradient Investments LLC 3Y 7Y 0.01% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Guardian Financial Partners, LLC and TAXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Guardian Financial Partners, LLC reported owning TAXX?

Guardian Financial Partners, LLC reported TAXX across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported TAXX position in Guardian Financial Partners, LLC's portfolio?

The largest reported portfolio weight for TAXX was 0.90% in 2024 Q4.

What is the latest reported TAXX position on this page?

The most recent filing on this page is 2025 Q4, when Guardian Financial Partners, LLC reported 5,289 shares, equal to 0.11% of portfolio, with an estimated market value of $268K.

What does the chart on this TAXX ownership page compare?

The chart compares Guardian Financial Partners, LLC's quarterly TAXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Guardian Financial Partners, LLC time their TAXX position?

Based on 13F filing dates vs. subsequent TAXX price moves, Guardian Financial Partners, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on TAXX relative to SPY over the holding period was -11.9%.

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