Skip to content

TXXI BONDBLOXX ETF TRUST

Follow

IR M TAX AWARE (fund)

15 managers (15 13F filers) reported a position in TXXI shares at 2026-03-31, 356,966 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
15
13F filers
15
New
7
Added
4
Reduced
1
Sold out
3
Shares held by filers
356,966

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
INCOME RESEARCH & MANAGEMENT100,000$5.02M2.98%013F-HRTimeline
BCGM Wealth Management, LLC75,493$3.79M0.95%+8,02813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS57,360$2.88M0.01%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC25,970$1.3M0.11%new13F-HRTimeline
Orion Porfolio Solutions, LLC18,156$911K0.01%-38,08613F-HRTimeline
Balance Wealth Partners LLC14,817$743K0.23%+5,12613F-HRTimeline
CWM, LLCin group CWM, LLC13,477$676K<0.01%+5,72713F-HRTimelineGroup
Impact Partnership Wealth, LLC13,175$661K0.08%new13F-HRTimeline
Plum Street Advisors, LLC10,758$540K0.19%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,767$490K<0.01%new13F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC8,480$425K0.03%+2,13313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,388$270K<0.01%new13F-HRTimelineGroup
CFS Investment Advisory Services, LLC4,000$203K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.113$5.67K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG12$602<0.01%new13F-HRTimelineGroup