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Ir M Taxawarebondbloxx Etf Trust shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth investment in Ir M Taxawarebondbloxx Etf Trust

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All positions including Ir M Taxawarebondbloxx Etf Trust held by Fullcircle Wealth 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $310k 6.1k 50.74
2025-06-30 $487k 9.6k 50.74
2025-03-31 $484k 9.6k 50.36
2024-12-31 $485k 9.6k 50.53
2024-09-30 $435k 8.6k 50.54

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View all positions for Fullcircle Wealth

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