CWM »

Ir M Taxawarebondbloxx Etf Trust shares owned by CWM

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

Historical chart of CWM 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 CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ir M Taxawarebondbloxx Etf Trust by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 339k 50.98
2025-06-30 $14M 271k 51.05
2025-03-31 $11M 214k 50.57
2024-12-31 $11M 210k 50.37
2024-09-30 $10M 197k 50.79

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Ir M Taxawarebondbloxx Etf Trust

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

View all funds holding Ir M Taxawarebondbloxx Etf Trust