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

BCGM Wealth Management’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 Q1	$3.79M	Buy	75,493 +8,028	+12%	+$408K	0.95%	37
2025 Q4	$3.41M	Buy	67,465 +3,213	+5%	+$163K	0.87%	39
2025 Q3	$3.24M	Buy	64,252 +1,377	+2%	+$68.3K	0.84%	37
2025 Q2	$3.11M	Buy	62,875 +5,228	+9%	+$258K	0.88%	39
2025 Q1	$2.87M	Buy	+57,647	New	+$2.87M	0.88%	36

Other funds holding TXXI

IRM

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

TIA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $810M AUM 13.94% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

BCGM Wealth Management's TXXI Position: Q1 2026 in Review

BCGM Wealth Management increased its BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) stake by 12% in Q1 2026, buying an estimated $408K and bringing the position to 75,493 shares worth $3.79M. The position accounts for 0.95% of the portfolio, ranked #37.

BCGM Wealth Management first reported a position in TXXI in Q1 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold TXXI as of Q1 2026.

BCGM Wealth Management held 75,493 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $3.79M as of Q1 2026.
BCGM Wealth Management bought 8,028 BondBloxx IR+M Tax-Aware Intermediate Duration ETF shares in Q1 2026, an estimated $408K.
BondBloxx IR+M Tax-Aware Intermediate Duration ETF made up 0.95% of BCGM Wealth Management's portfolio in Q1 2026, its #37 holding.
BCGM Wealth Management first reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in Q1 2025 and has held it in 5 quarters since.
15 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.