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Ir M Taxawarebondbloxx Etf Trust shares owned by CLS Investments

Quarter-by-quarter ownership of Ir M Taxawarebondbloxx Etf Trust (TAXX) shares owned by CLS Investments from 13F filings

Historical chart of CLS Investments investment in Ir M Taxawarebondbloxx Etf Trust

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All positions including Ir M Taxawarebondbloxx Etf Trust held by CLS Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ir M Taxawarebondbloxx Etf Trust by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 30k 50.98
2025-06-30 $439k 8.6k 51.05
2025-03-31 $552k 11k 50.57
2024-12-31 $463k 9.2k 50.37
2024-09-30 $1.0M 20k 50.79

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View all positions for CLS Investments

Top funds holding Ir M Taxawarebondbloxx Etf Trust

CWM
One Capital Management
Tanager Wealth Management
Delos Wealth Advisors
BCGM Wealth Management
Income Research & Management
Balance Wealth
Pineridge Advisors
Lake Street Financial
Integrated Wealth Concepts
Stifel Financial
CLS Investments
Victory Financial Group
Cetera Investment Advisers
Garrett Investment Advisors

View all funds holding Ir M Taxawarebondbloxx Etf Trust