CAS
TXXI

Coppell Advisory Solutions’s BondBloxx IR+M Tax-Aware Intermediate Duration ETF TXXI Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-6,543
Closed -$331K – 398
2025
Q4 		$331K Buy
+6,543
New +$331K 0.03% 314

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
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

Coppell Advisory Solutions's TXXI Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) in Q1 2026, closing a stake of 6,543 shares — an estimated $331K sold.

Coppell Advisory Solutions first reported a position in TXXI in Q4 2025 and held it in 1 quarter. The position peaked at $331K in Q4 2025. 15 funds tracked by Wall St. Rank hold TXXI as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining BondBloxx IR+M Tax-Aware Intermediate Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 6,543 BondBloxx IR+M Tax-Aware Intermediate Duration ETF shares in Q1 2026, an estimated $331K.
  • Coppell Advisory Solutions first reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in Q4 2025 and held it in 1 quarter.
  • Coppell Advisory Solutions's BondBloxx IR+M Tax-Aware Intermediate Duration ETF position peaked at $331K 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 Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.