IWC
TAXM

Integrated Wealth Concepts’s BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM Stock Holding History

Integrated Wealth Concepts’s Portfolio TAXM Stock Details TAXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220K Buy
+4,365
New +$219K ﹤0.01% 2273

Other funds holding TAXM

IRM
Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's TAXM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) in Q2 2026: 4,365 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #2273 among its holdings.

12 funds tracked by Wall St. Rank hold TAXM as of Q2 2026.

  • Integrated Wealth Concepts held 4,365 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $220K as of Q2 2026.
  • BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents was a new Integrated Wealth Concepts position in Q2 2026.
  • BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2273 holding.
  • 12 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of Q2 2026.

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