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
Q2 		$4.62M Buy
90,783
+33,423
+58% +$1.69M 0.01% 852
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 $184M AUM 0.09% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
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
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return

CAPTRUST Financial Advisors's TXXI Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) stake by 58% in Q2 2026, buying an estimated $1.69M and bringing the position to 90,783 shares worth $4.62M. The position accounts for 0.01% of the portfolio, ranked #852.

CAPTRUST Financial Advisors first reported a position in TXXI in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold TXXI as of Q2 2026.

  • CAPTRUST Financial Advisors held 90,783 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $4.62M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 33,423 BondBloxx IR+M Tax-Aware Intermediate Duration ETF shares in Q2 2026, an estimated $1.69M.
  • BondBloxx IR+M Tax-Aware Intermediate Duration ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #852 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 3 quarters since.
  • 16 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.