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Ir M Taxawarebondbloxx Etf Trust shares owned by Guardian Financial Partners

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

Historical chart of Guardian Financial Partners investment in Ir M Taxawarebondbloxx Etf Trust

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All positions including Ir M Taxawarebondbloxx Etf Trust held by Guardian Financial Partners 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 Guardian Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 32k 50.98
2025-06-30 $1.6M 32k 51.05
2025-03-31 $1.5M 29k 50.57
2024-12-31 $1.5M 30k 50.37
2024-09-30 $1.4M 27k 50.79

More positions owned by Guardian Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Janus Detroit Str Tr Henderson Securi (JSI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Alps Etf Tr Smith Core Plus (SMTH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Guardian Financial Partners

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