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 Q2	$79.6M	Buy	1,569,326 +39,001	+3%	+$1.97M	0.3%	49
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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IRM

Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

EP Wealth Advisors's TAXX Position: Q2 2026 in Review

EP Wealth Advisors increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 2.5% in Q2 2026, buying an estimated $1.97M and bringing the position to 1,569,326 shares worth $79.6M. The position accounts for 0.3% of the portfolio, ranked #49.

EP Wealth Advisors first reported a position in TAXX in Q3 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

EP Wealth Advisors held 1,569,326 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $79.6M as of Q2 2026.
EP Wealth Advisors bought 39,001 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $1.97M.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.3% of EP Wealth Advisors's portfolio in Q2 2026, its #49 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 7 quarters since.
60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.