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Ir M Taxawarebondbloxx Etf Trust shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Ir M Taxawarebondbloxx Etf Trust

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All positions including Ir M Taxawarebondbloxx Etf Trust held by EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 106k 50.79

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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