LAKE STREET PRIVATE WEALTH, LLC
Position in TAXX — BondBloxx IR+M Tax-Aware Short Duration ETF
CIK 1772031
CHICAGO, IL
All Filings in TAXX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TAXX | $2,179,931 | 43,120 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 TAXX | $2,122,074 | 41,839 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 TAXX | $877,569 | 17,214 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 TAXX | $282,255 | 5,529 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||