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
2025 Q2	$1.49M	Buy
2025 Q1	$921K	Buy
2024 Q4	$595K	Buy