CAPTRUST Financial Advisors
TXXI

CAPTRUST Financial Advisors’s BondBloxx IR+M Tax-Aware Intermediate Duration ETF TXXI Stock Holding History

CAPTRUST Financial Advisors’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 		$2.88M Hold
57,360
– – 0.01% 1028
2025
Q4 		$2.9M Buy
+57,360
New +$2.9M 0.01% 907

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
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
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

CAPTRUST Financial Advisors's TXXI Position: Q1 2026 in Review

CAPTRUST Financial Advisors held its BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) position steady in Q1 2026 at 57,360 shares worth $2.88M. The position accounts for 0.01% of the portfolio, ranked #1028.

CAPTRUST Financial Advisors first reported a position in TXXI in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.9M in Q4 2025. 15 funds tracked by Wall St. Rank hold TXXI as of Q1 2026.

  • CAPTRUST Financial Advisors held 57,360 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $2.88M as of Q1 2026.
  • CAPTRUST Financial Advisors left its BondBloxx IR+M Tax-Aware Intermediate Duration ETF share count unchanged in Q1 2026.
  • BondBloxx IR+M Tax-Aware Intermediate Duration ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1028 holding.
  • CAPTRUST Financial Advisors first reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in Q4 2025 and has held it in 2 quarters since.
  • CAPTRUST Financial Advisors's BondBloxx IR+M Tax-Aware Intermediate Duration ETF position peaked at $2.9M 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 CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.