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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

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All positions including Ir M Taxawarebondbloxx Etf Trust held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
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)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Ir M Taxawarebondbloxx Etf Trust

CWM
One Capital Management
EP Wealth Advisors
Income Research & Management
BCGM Wealth Management
Tanager Wealth Management
Guardian Financial Partners
JDM Financial Group
Orion Portfolio Solutions
Sound Income Strategies
Jane Street
Frank. Day
Catalyst Financial Partners
Fullcircle Wealth
CFS Investment Advisory Services

View all funds holding Ir M Taxawarebondbloxx Etf Trust