Income Research & Management’s BondBloxx IR+M Tax-Aware Intermediate Duration ETF TXXI Stock Holding History

Income Research & Management’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	$5.09M	Hold	100,000	–	–	2.76%	18
2026 Q1	$5.02M	Hold	100,000	–	–	2.98%	18
2025 Q4	$5.06M	Hold	100,000	–	–	2.66%	22
2025 Q3	$5.04M	Hold	100,000	–	–	2.47%	24
2025 Q2	$4.95M	Hold	100,000	–	–	1.32%	30
2025 Q1	$4.98M	Buy	+100,000	New	+$4.98M	2.12%	23

Other funds holding TXXI

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $154M AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Income Research & Management's TXXI Position: Q2 2026 in Review

Income Research & Management held its BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) position steady in Q2 2026 at 100,000 shares worth $5.09M. The position accounts for 2.76% of the portfolio, ranked #18.

Income Research & Management first reported a position in TXXI in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold TXXI as of Q2 2026.

Income Research & Management held 100,000 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $5.09M as of Q2 2026.
Income Research & Management left its BondBloxx IR+M Tax-Aware Intermediate Duration ETF share count unchanged in Q2 2026.
BondBloxx IR+M Tax-Aware Intermediate Duration ETF made up 2.76% of Income Research & Management's portfolio in Q2 2026, its #18 holding.
Income Research & Management first reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in Q1 2025 and has held it in 6 quarters since.
15 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of Q2 2026.

Based on Income Research & Management's 13F filing for Q2 2026, filed 24 Jul 2026.