Balance Wealth, LLC
Position in TAXX — BondBloxx IR+M Tax-Aware Short Duration ETF
CIK 2065247
DELAWARE, OH
All Filings in TAXX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TAXX | $2,651,660 | 52,451 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 TAXX | $2,570,337 | 50,677 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 TAXX | $2,739,920 | 53,745 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 TAXX | $2,665,933 | 52,222 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 TAXX | $1,718,115 | 33,975 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||