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TAXXTAXX
4 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in BONDBLOXX ETF TRUST

Yes. AE Wealth Management holds 74,151 shares of TAXX, worth $3.8M, as of its Q2 2026 13F filing. It increased the position by 24,150 shares (+48.3%) from Q1 2026. AE Wealth Management has held TAXX since Q3 2025, across 4 quarterly 13F filings.

Current Value

$3.8M

Current Shares

74,151

Total Value Change

+$3.2M

Total Shares Change

+62,184

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
74,151
+48.3%
$3.8M0.0%$50.31
37
2026-Q1
Increased
50,001
+365.1%
$2.5M0.0%$49.81
42
2025-Q4
Decreased
10,750
-10.2%
$545,2360.0%$49.64
0
2025-Q3
New
11,967
-
$610,0800.0%$49.26
34

Other major holders of TAXX: EP Wealth Advisors, LLC

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