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Ir M Taxawarebondbloxx Etf Trust shares owned by Lake Street Financial

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

Historical chart of Lake Street Financial investment in Ir M Taxawarebondbloxx Etf Trust

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All positions including Ir M Taxawarebondbloxx Etf Trust held by Lake Street Financial 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 Lake Street Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $878k 17k 50.98
2025-06-30 $282k 5.5k 51.05

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View all positions for Lake Street Financial

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