IWC
TAXX icon

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

Integrated Wealth Concepts’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 		$2.79M Buy
55,102
+8,457
+18% +$430K 0.02% 637
2025
Q4 		$2.37M Buy
46,645
+12,852
+38% +$653K 0.03% 489
2025
Q3 		$1.72M Buy
33,793
+4,570
+16% +$232K 0.02% 734
2025
Q2 		$1.49M Buy
29,223
+11,017
+61% +$555K 0.02% 734
2025
Q1 		$921K Buy
18,206
+6,387
+54% +$323K 0.01% 866
2024
Q4 		$595K Buy
+11,819
New +$597K 0.01% 1049

Other funds holding TAXX

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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 $3.61B 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
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return