Delos Wealth Advisors »

Ir M Taxawarebondbloxx Etf Trust shares owned by Delos Wealth Advisors

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

Historical chart of Delos Wealth 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 Delos Wealth Advisors 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 Delos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 115k 50.98
2025-06-30 $5.4M 107k 51.05
2025-03-31 $7.0M 139k 50.57
2024-12-31 $6.1M 120k 50.37
2024-09-30 $131k 2.6k 50.79

More positions owned by Delos Wealth Advisors

Spdr Series Trust Bloomberg 3-12 M (BILS)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Utilities Alph (FXU)
Spdr Gold Tr Gold Shs (GLD)
Agnico (AEM)
Apple (AAPL)
Bondbloxx Etf Trust Ir M Taxaware (TAXX)
Wal-Mart Stores (WMT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Alliant Energy Corporation (LNT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Flexshares Tr Iboxx 3r Targt (TDTT)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)

View all positions for Delos Wealth Advisors

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