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TAXXTAXX
7 quarters

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

Integrated Wealth Concepts LLC holds 92,732 shares of TAXX (BONDBLOXX ETF TRUST), worth $4.7M as of 2026-Q2. The position was increased (+68.3% shares). TAXX represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$4.7M

Current Shares

92,732

Total Value Change

+$4.1M

Total Shares Change

+80,913

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
92,732
+68.3%
$4.7M0.0%$50.61
40
2026-Q1
Increased
55,102
+18.1%
$2.8M0.0%$50.11
31
2025-Q4
Increased
46,645
+38.0%
$2.4M0.0%$49.95
34
2025-Q3
Increased
33,793
+15.6%
$1.7M0.0%$49.56
30
2025-Q2
Increased
29,223
+60.5%
$1.5M0.0%$49.18
37
2025-Q1
Increased
18,206
+54.0%
$920,6770.0%$48.26
35
2024-Q4
New
11,819
-
$595,3020.0%$47.79
34

Other major holders of TAXX: EP Wealth Advisors, LLC

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