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TAXXTAXX
7 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in BONDBLOXX ETF TRUST

Yes. EP Wealth Advisors holds 1,569,326 shares of TAXX, worth $79.6M, as of its Q2 2026 13F filing. It increased the position by 39,001 shares (+2.6%) from Q1 2026. EP Wealth Advisors has held TAXX since Q3 2024, across 7 quarterly 13F filings. TAXX is 0.3% of EP Wealth Advisors' reported 13F portfolio.

Current Value

$79.6M

Current Shares

1.6M

Total Value Change

+$74.2M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+2.5%
$79.6M0.3%$50.31
36
2026-Q1
Increased
1.5M
+12.9%
$77.4M0.4%$49.81
40
2025-Q4
Increased
1.4M
+128.3%
$68.8M0.4%$49.64
57
2025-Q2
Decreased
593,842
-8.1%
$30.3M0.2%$48.88
0
2025-Q1
Increased
646,307
+29.1%
$32.7M0.3%$47.97
43
2024-Q4
Increased
500,615
+370.8%
$25.2M0.2%$47.50
55
2024-Q3
New
106,325
-
$5.4M0.0%$47.34
37

Other major holders of TAXX: MML INVESTORS SERVICES, LLC, ASSETMARK, INC, Integrated Wealth Concepts LLC

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