Position history for EP Wealth Advisors, LLC's holdings in BONDBLOXX ETF TRUST
EP Wealth Advisors, LLC holds 1.4M shares of TAXX (BONDBLOXX ETF TRUST), worth $68.8M as of 2025-Q4. The position was increased (++128.3% shares). TAXX represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$68.8M
Current Shares
1.4M
Total Value Change
+$63.4M
Total Shares Change
+1.2M
Other major holders of TAXX: Integrated Wealth Concepts LLC, STIFEL FINANCIAL CORP, Orion Porfolio Solutions, LLC
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 |