EWA
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$30.3M Sell
593,842
-52,465
-8% -$2.68M 0.2% 88
2025
Q1 		$32.7M Buy
646,307
+145,692
+29% +$7.37M 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 +$5.4M 0.05% 212