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 Q2	$4.71M	Buy	92,732 +37,630	+68%	+$1.91M	0.02%	621
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 $26.2B AUM

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

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

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

Integrated Wealth Concepts increased its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 68% in Q2 2026, buying an estimated $1.91M and bringing the position to 92,732 shares worth $4.71M. The position accounts for 0.02% of the portfolio, ranked #621.

Integrated Wealth Concepts first reported a position in TAXX in Q4 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

Integrated Wealth Concepts held 92,732 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $4.71M as of Q2 2026.
Integrated Wealth Concepts bought 37,630 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $1.91M.
BondBloxx IR+M Tax Aware Short Duration ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #621 holding.
Integrated Wealth Concepts first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q4 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.