BCI
TXXI

Brinker Capital Investments’s BondBloxx IR+M Tax-Aware Intermediate Duration ETF TXXI Stock Holding History

Brinker Capital Investments’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 		$911K Sell
18,156
-38,086
-68% -$1.93M 0.01% 1162
2025
Q4 		$2.85M Buy
56,242
+12,527
+29% +$634K 0.02% 671
2025
Q3 		$2.2M Buy
+43,715
New +$2.17M 0.02% 786

Other funds holding TXXI

IRM
Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
CAPTRUST Financial Advisors
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
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Brinker Capital Investments's TXXI Position: Q1 2026 in Review

Brinker Capital Investments reduced its BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) stake by 68% in Q1 2026, selling an estimated $1.93M and leaving 18,156 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #1162.

Brinker Capital Investments first reported a position in TXXI in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.85M in Q4 2025. 15 funds tracked by Wall St. Rank hold TXXI as of Q1 2026.

  • Brinker Capital Investments held 18,156 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $911K as of Q1 2026.
  • Brinker Capital Investments sold 38,086 BondBloxx IR+M Tax-Aware Intermediate Duration ETF shares in Q1 2026, an estimated $1.93M.
  • BondBloxx IR+M Tax-Aware Intermediate Duration ETF made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1162 holding.
  • Brinker Capital Investments first reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in Q3 2025 and has held it in 3 quarters since.
  • Brinker Capital Investments's BondBloxx IR+M Tax-Aware Intermediate Duration ETF position peaked at $2.85M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.