Position history for EP Wealth Advisors, LLC's holdings in BONDBLOXX ETF TRUST
EP Wealth Advisors, LLC holds 1.5M shares of TAXX (BONDBLOXX ETF TRUST), worth $77.4M as of 2026-Q1. The position was increased (+12.9% shares). TAXX represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$77.4M
Current Shares
1.5M
Total Value Change
+$72M
Total Shares Change
+1.4M
Other major holders of TAXX: ASSETMARK, INC, Integrated Wealth Concepts LLC, AE Wealth Management LLC, ENVESTNET ASSET MANAGEMENT INC
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 |