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EP Wealth Advisors’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

EP Wealth Advisors’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
Q1 		$77.4M Buy
1,530,325
+174,615
+13% +$8.87M 0.38% 41
2025
Q4 		$68.8M Buy
+1,355,710
New +$68.9M 0.36% 45
2025
Q2 		$30.3M Sell
593,842
-52,465
-8% -$2.64M 0.2% 88
2025
Q1 		$32.7M Buy
646,307
+145,692
+29% +$7.36M 0.26% 75
2024
Q4 		$25.2M Buy
500,615
+394,290
+371% +$19.9M 0.21% 90
2024
Q3 		$5.4M Buy
+106,325
New +$5.37M 0.05% 212

Other funds holding TAXX

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $169M AUM 0.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

EP Wealth Advisors's TAXX Position: Q1 2026 in Review

EP Wealth Advisors increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 13% in Q1 2026, buying an estimated $8.87M and bringing the position to 1,530,325 shares worth $77.4M. The position accounts for 0.38% of the portfolio, ranked #41.

EP Wealth Advisors first reported a position in TAXX in Q3 2024 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold TAXX as of Q1 2026.

  • EP Wealth Advisors held 1,530,325 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $77.4M as of Q1 2026.
  • EP Wealth Advisors bought 174,615 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q1 2026, an estimated $8.87M.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.38% of EP Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • EP Wealth Advisors first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2024 and has held it in 6 quarters since.
  • 54 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.