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Ir M Taxawarebondbloxx Etf Trust shares owned by Sunrise Financial Services

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

Historical chart of Sunrise Financial Services investment in Ir M Taxawarebondbloxx Etf Trust

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All positions including Ir M Taxawarebondbloxx Etf Trust held by Sunrise Financial Services 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 Sunrise Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $30k 595 50.55

More positions owned by Sunrise Financial Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Harbor Etf Trust Harbor Commodity (HGER)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ea Series Trust Freedom 100 Em (FRDM)
RBB Us Treasry 12 Mt (OBIL)
The Alger Etf Trust Ai Enablers Adop (ALAI)
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)

View all positions for Sunrise Financial Services

Top funds holding Ir M Taxawarebondbloxx Etf Trust

EP Wealth Advisors
CWM
Tanager Wealth Management
One Capital Management
Delos Wealth Advisors
BCGM Wealth Management
Income Research & Management
Assetmark
Cornerstone Advisors Asset Management
Integrated Wealth Concepts
Balance Wealth
AE Wealth Management
Envestnet Asset Management
Lake Street Financial
Mml Investors Services

View all funds holding Ir M Taxawarebondbloxx Etf Trust