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Bondbloxx Etf Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Bondbloxx Etf Trust (TAXM) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Bondbloxx Etf Trust held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bondbloxx Etf Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $220k 4.4k 50.49

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View all positions for Integrated Wealth Concepts

Top funds holding Bondbloxx Etf Trust

Income Research & Management
Tanager Wealth Management
Plum Street Advisors
Mayflower Financial Advisors
Goldman Sachs Group
Adviser Investments
Janney Montgomery Scott
Claro Advisors
Novem Group
Integrated Wealth Concepts
UBS Group
1620 Investment Advisors

View all funds holding Bondbloxx Etf Trust