TXXI BONDBLOXX ETF TRUST
FollowIR M TAX AWARE (fund)
11 managers (11 13F filers) reported a position in TXXI shares at 2025-12-31, 377,563 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 5
- Added
- 2
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 377,563
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT | 100,000 | $5.06M | 2.66% | 0 | 13F-HRTimeline |
| BCGM Wealth Management, LLC | 67,465 | $3.41M | 0.87% | +3,213 | 13F-HRTimeline |
| CAPTRUST FINANCIAL ADVISORS | 57,360 | $2.9M | 0.01% | new | 13F-HRTimeline |
| Orion Porfolio Solutions, LLC | 56,242 | $2.85M | 0.02% | +12,527 | 13F-HRTimeline |
| Oasis Advisors, LLC | 56,225 | $2.85M | 1.51% | 13F-HRTimeline | |
| Balance Wealth Partners LLC | 9,691 | $490K | 0.16% | -233 | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 7,750 | $392K | <0.01% | new | 13F-HRTimelineGroup |
| Coppell Advisory Solutions LLC | 6,543 | $331K | 0.03% | new | 13F-HRTimeline |
| Inspire Advisors, LLCin group Inspire Investing, LLC | 6,347 | $321K | 0.03% | new | 13F-HRTimelineGroup |
| Thrivent Financial for Lutheransin group Thrivent Financial for Luther… | 5,940 | $301K | <0.01% | new | 13F-HRTimelineGroup |
| CFS Investment Advisory Services, LLC | 4,000 | $202K | 0.01% | 0 | 13F-HRTimeline |