Back to Integrated Wealth Concepts LLC

TAXX
6 quarters

Position history for Integrated Wealth Concepts LLC's holdings in BONDBLOXX ETF TRUST

Integrated Wealth Concepts LLC holds 55,102 shares of TAXX (BONDBLOXX ETF TRUST), worth $2.8M as of 2026-Q1. The position was increased (+18.1% shares). TAXX represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$2.8M

Current Shares

55,102

Total Value Change

+$2.2M

Total Shares Change

+43,283

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
55,102
+18.1%
$2.8M0.0%$50.83
31
2025-Q4
Increased
46,645
+38.0%
$2.4M0.0%$50.48
34
2025-Q3
Increased
33,793
+15.6%
$1.7M0.0%$50.20
30
2025-Q2
Increased
29,223
+60.5%
$1.5M0.0%$49.42
37
2025-Q1
Increased
18,206
+54.0%
$920,6770.0%$48.83
35
2024-Q4
New
11,819
-
$595,3020.0%$48.35
34

Other major holders of TAXX: EP Wealth Advisors, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used