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
Other major holders of TAXX: EP Wealth Advisors, LLC
Increased |
| 55,102 |
+18.1% |
| $2.8M |
| 0.0% |
| $50.83 |
31 |
| 2025-Q4 | Increased | 46,645 | +38.0% | $2.4M | 0.0% | $50.48 | 34 |
| 2025-Q3 | Increased | 33,793 | +15.6% | $1.7M | 0.0% | $50.20 | 30 |
| 2025-Q2 | Increased | 29,223 | +60.5% | $1.5M | 0.0% | $49.42 | 37 |
| 2025-Q1 | Increased | 18,206 | +54.0% | $920,677 | 0.0% | $48.83 | 35 |
| 2024-Q4 | New | 11,819 | - | $595,302 | 0.0% | $48.35 | 34 |