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Ir M Taxawarebondbloxx Etf Trust shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Ir M Taxawarebondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Ir M Taxawarebondbloxx Etf Trust held by Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $436k 8.6k 50.55

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Top funds holding Ir M Taxawarebondbloxx Etf Trust

EP Wealth Advisors
CWM
Tanager Wealth Management
One Capital Management
Delos Wealth Advisors
BCGM Wealth Management
Income Research & Management
Assetmark
Cornerstone Advisors Asset Management
Integrated Wealth Concepts
Balance Wealth
AE Wealth Management
Envestnet Asset Management
Lake Street Financial
Mml Investors Services

View all funds holding Ir M Taxawarebondbloxx Etf Trust