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Ir M Taxawarebondbloxx Etf Trust shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 34k 50.98
2025-06-30 $1.5M 29k 51.05
2025-03-31 $921k 18k 50.57
2024-12-31 $595k 12k 50.37

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Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

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