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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

Tip: Access up to 7 years of quarterly data

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
2025-06-30 $30M 594k 51.05
2025-03-31 $33M 646k 50.57
2024-12-31 $25M 501k 50.37
2024-09-30 $5.4M 106k 50.79

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View all positions for EP 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