Question 1

How many shares of TAXX does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q1, EP Wealth Advisors, LLC holds 1.5M shares of TAXX (BONDBLOXX ETF TRUST).

Question 2

What is EP Wealth Advisors, LLC's TAXX position worth?

Accepted Answer

As of 2026-Q1, EP Wealth Advisors, LLC's TAXX position is worth $77.4M.

Question 3

Is EP Wealth Advisors, LLC buying or selling TAXX?

Accepted Answer

In 2026-Q1, EP Wealth Advisors, LLC increased their TAXX position (+12.9% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy TAXX?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in TAXX in 2024-Q3. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	1.5M	+12.9%	$77.4M	0.4%	$50.83	40
2025-Q4	Increased	1.4M	+128.3%	$68.8M	0.4%	$50.48	57
2025-Q2	Decreased	593,842	-8.1%	$30.3M	0.2%	$49.42	0
2025-Q1	Increased	646,307	+29.1%	$32.7M	0.3%	$48.83	43
2024-Q4	Increased	500,615	+370.8%	$25.2M	0.2%	$48.35	55
2024-Q3	New	106,325	-	$5.4M	0.0%	$48.22	37

TAXX6 quarters

TAXX
6 quarters