Back to IW Integrated Wealth Concepts LLC

TAXXTAXX
7 quarters

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

Yes. Integrated Wealth Concepts holds 79,200 shares of TAXX, worth $4M, as of its Q2 2026 13F filing. It increased the position by 24,098 shares (+43.7%) from Q1 2026. Integrated Wealth Concepts has held TAXX since Q4 2024, across 7 quarterly 13F filings.

Current Value

$4M

Current Shares

79,200

Total Value Change

+$3.4M

Total Shares Change

+67,381

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
79,200
+43.7%
$4M0.0%$50.31
36
2026-Q1
Increased
55,102
+18.1%
$2.8M0.0%$49.81
31
2025-Q4
Increased
46,645
+38.0%
$2.4M0.0%$49.64
34
2025-Q3
Increased
33,793
+15.6%
$1.7M0.0%$49.26
30
2025-Q2
Increased
29,223
+60.5%
$1.5M0.0%$48.88
37
2025-Q1
Increased
18,206
+54.0%
$920,6770.0%$47.97
35
2024-Q4
New
11,819
-
$595,3020.0%$47.50
34

Other major holders of TAXX: EP Wealth Advisors, LLC

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