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BondBloxx IR+M Tax-Aware Intermediate Duration ETF
TXXI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
IRM
1
Income Research & Management
Massachusetts
USD 5.09 M – – –
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
USD 4.62 M +USD 1.69 M +33,423 +58%
BWM
3
BCGM Wealth Management
Indiana
USD 3.91 M +USD 67.2 k +1,329 +2%
TIA
4
Traphagen Investment Advisors
New Jersey
USD 2.09 M +USD 770 k +15,224 +59%
LPL Financial
5
LPL Financial
California
USD 1.31 M +USD 1.3 M +25,771 Nuevas
OA
6
Oasis Advisors
Iowa
USD 937 k +USD 931 k +18,425 Nuevas
Citadel Advisors
7
Citadel Advisors
Florida
USD 840 k +USD 341 k +6,754 +69%
BW
8
Balance Wealth
Ohio
USD 745 k -USD 8.24 k -163 -1%
Impact Partnership Wealth
9
Impact Partnership Wealth
Georgia
USD 669 k -USD 809 -16 -0.1%
Victory Financial Group
10
Victory Financial Group
Texas
USD 570 k +USD 567 k +11,213 Nuevas
PSA
11
Plum Street Advisors
Louisiana
USD 468 k -USD 78.7 k -1,557 -14%
Jane Street
12
Jane Street
New York
USD 451 k +USD 176 k +3,480 +65%
RWA Wealth Partners
13
RWA Wealth Partners
Massachusetts
USD 325 k +USD 323 k +6,396 Nuevas
1IA
14
1620 Investment Advisors
Massachusetts
USD 25.7 k +USD 19.8 k +392 +347%
Farther Finance Advisors
15
Farther Finance Advisors
California
USD 25.4 k +USD 25.3 k +500 Nuevas
Brinker Capital Investments
16
Brinker Capital Investments
Pennsylvania
– -USD 911 k -18,156 Cerradas
Inspire Advisors
17
Inspire Advisors
Idaho
– -USD 425 k -8,480 Cerradas
CFS Investment Advisory Services
18
CFS Investment Advisory Services
New Jersey
– -USD 203 k -4,000 Cerradas
UBS Group
19
UBS Group
Switzerland
– -USD 602 -12 Cerradas