EP Wealth Advisors, LLC
Position in TAXX — BondBloxx IR+M Tax-Aware Short Duration ETF
CIK 1540569
TORRANCE, CA
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 | $77,365,580 | 1,530,325 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 TAXX | $68,761,611 | 1,355,710 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 TAXX | $30,315,634 | 593,842 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 TAXX | $32,683,744 | 646,307 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 TAXX | $25,214,976 | 500,615 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 TAXX | $5,400,246 | 106,325 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||