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Ir M Taxawarebondbloxx Etf Trust shares owned by Sound Income Strategies

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

Historical chart of Sound Income Strategies 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 Sound Income Strategies 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 Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $964k 19k 50.82
2025-06-30 $957k 19k 51.05
2025-03-31 $939k 19k 50.57
2024-12-31 $927k 18k 50.37
2024-09-30 $927k 18k 50.79
2024-06-30 $907k 18k 50.12
2024-03-31 $899k 18k 50.00

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Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Blue Owl Capital Corporation Cef (OBDC)
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)
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Pennantpark Floating Rate Cap Cef (PFLT)
Blackstone Secd Lending Cef (BXSL)
Citigroup Stock (C)
Sound Enhanced Fixed Income Etf Etf (FXED)
Enbridge Stock (ENB)
Abbvie Stock (ABBV)
Cisco Sys Stock (CSCO)

View all positions for Sound Income Strategies

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