Guild Investment Management, Inc. TAXX β€” BONDBLOXX ETF TRUST

Ownership history in Guild Investment Management, Inc.  Β·  3 quarters on record

AI Ownership Summary

Guild Investment Management, Inc. reported BONDBLOXX ETF TRUST (TAXX) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.21% in 2025 Q4. The latest visible filing shows TAXX at 0.20% 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 Guild Investment Management, Inc.'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
2026 Q1

TAXX was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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.

How Guild Investment Management, Inc. held TAXX β€” position size vs. price
% of Fund (quarterly)    TAXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 5,500 β€” 0% 0.20% $278K 2026-04-20 $50.28
2025 Q4 ADDED β€” β€” β€” 5,500 +1,500 +37.5% 0.21% $280K 2026-01-21 $50.11
2025 Q3 INITIATED β€” β€” β€” 4,000 β€” β€” 0.16% $204K 2025-11-05 $49.61

FAQ About Guild Investment Management, Inc. and TAXX

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

How long has Guild Investment Management, Inc. reported owning TAXX?

Guild Investment Management, Inc. reported TAXX across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported TAXX position in Guild Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for TAXX was 0.21% in 2025 Q4.

What is the latest reported TAXX position on this page?

The most recent filing on this page is 2026 Q1, when Guild Investment Management, Inc. reported 5,500 shares, equal to 0.20% of portfolio, with an estimated market value of $278K.

What does the chart on this TAXX ownership page compare?

The chart compares Guild Investment Management, Inc.'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.

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