Balance Wealth’s BondBloxx IR+M Tax-Aware Intermediate Duration ETF TXXI Stock Holding History

Balance Wealth’s Portfolio TXXI Stock Details TXXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$745K	Sell	14,654 -163	-1%	-$8.24K	0.2%	73
2026 Q1	$743K	Buy	14,817 +5,126	+53%	+$260K	0.23%	70
2025 Q4	$490K	Sell	9,691 -233	-2%	-$11.8K	0.16%	89
2025 Q3	$500K	Sell	9,924 -691	-7%	-$34.3K	0.12%	90
2025 Q2	$526K	Buy	+10,615	New	+$524K	0.31%	68

Other funds holding TXXI

IRM

Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $154M AUM

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Balance Wealth's TXXI Position: Q2 2026 in Review

Balance Wealth reduced its BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) stake by 1.1% in Q2 2026, selling an estimated $8.24K and leaving 14,654 shares worth $745K. The position accounts for 0.2% of the portfolio, ranked #73.

Balance Wealth first reported a position in TXXI in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold TXXI as of Q2 2026.

Balance Wealth held 14,654 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $745K as of Q2 2026.
Balance Wealth sold 163 BondBloxx IR+M Tax-Aware Intermediate Duration ETF shares in Q2 2026, an estimated $8.24K.
BondBloxx IR+M Tax-Aware Intermediate Duration ETF made up 0.2% of Balance Wealth's portfolio in Q2 2026, its #73 holding.
Balance Wealth first reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in Q2 2025 and has held it in 5 quarters since.
8 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.