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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.49M	Buy	29,223 +11,017	+61%	+$562K	0.02%	734
2025 Q1	$921K	Buy	18,206 +6,387	+54%	+$323K	0.01%	866
2024 Q4	$595K	Buy	+11,819	New	+$595K	0.01%	1049