Integrated Wealth Concepts LLC
Position in TAXX — BondBloxx IR+M Tax-Aware Short Duration ETF
CIK 1737109
WALTHAM, MA
All Filings in TAXX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TAXX | $2,785,681 | 55,102 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 TAXX | $2,365,834 | 46,645 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 TAXX | $1,722,767 | 33,793 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 TAXX | $1,491,834 | 29,223 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 TAXX | $920,677 | 18,206 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 TAXX | $595,299 | 11,819 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||