Carson Wealth (CWM LLC)
TXXI

Carson Wealth (CWM LLC)’s BondBloxx IR+M Tax-Aware Intermediate Duration ETF TXXI Stock Holding History

Carson Wealth (CWM LLC)’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 		$676K Buy
13,477
+5,727
+74% +$291K ﹤0.01% 1805
2025
Q4 		$392K Buy
+7,750
New +$392K ﹤0.01% 2077

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
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
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

Carson Wealth (CWM LLC)'s TXXI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) stake by 74% in Q1 2026, buying an estimated $291K and bringing the position to 13,477 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Carson Wealth (CWM LLC) first reported a position in TXXI in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold TXXI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,477 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $676K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,727 BondBloxx IR+M Tax-Aware Intermediate Duration ETF shares in Q1 2026, an estimated $291K.
  • BondBloxx IR+M Tax-Aware Intermediate Duration ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1805 holding.
  • Carson Wealth (CWM LLC) first reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.