CFS Investment Advisory Services’s BondBloxx IR+M Tax-Aware Intermediate Duration ETF TXXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-4,000
Closed -$203K 368
2026
Q1
$203K Hold
4,000
0.01% 349
2025
Q4
$202K Hold
4,000
0.01% 326
2025
Q3
$203K Buy
+4,000
New +$198K 0.02% 337

Other funds holding TXXI

CFS Investment Advisory Services's TXXI Position: Q2 2026 in Review

CFS Investment Advisory Services sold out of BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) in Q2 2026, closing a stake of 4,000 shares — an estimated $203K sold.

CFS Investment Advisory Services first reported a position in TXXI in Q3 2025 and held it in 3 quarters. The position peaked at $203K in Q3 2025. 8 funds tracked by Wall St. Rank hold TXXI as of Q2 2026.

  • CFS Investment Advisory Services reported no remaining BondBloxx IR+M Tax-Aware Intermediate Duration ETF position as of Q2 2026 after selling out during the quarter.
  • CFS Investment Advisory Services sold 4,000 BondBloxx IR+M Tax-Aware Intermediate Duration ETF shares in Q2 2026, an estimated $203K.
  • CFS Investment Advisory Services first reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in Q3 2025 and held it in 3 quarters.
  • CFS Investment Advisory Services's BondBloxx IR+M Tax-Aware Intermediate Duration ETF position peaked at $203K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.