M Holdings Securities, Inc.
Broker-DealerPosition in TAXX — BondBloxx IR+M Tax-Aware Short Duration ETF
CIK 1569638
PORTLAND, OR
All Filings in TAXX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 TAXX | $714,342 | 13,993 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 TAXX | $650,279 | 12,859 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 TAXX | $631,967 | 12,547 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 TAXX | $631,827 | 12,440 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||