IWC
TXXI

Integrated Wealth Concepts’s BondBloxx IR+M Tax-Aware Intermediate Duration ETF TXXI Stock Holding History

Integrated Wealth Concepts’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 		$40.7K Buy
+800
New +$40.4K ﹤0.01% 3530

Other funds holding TXXI

IRM
Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return
CAPTRUST Financial Advisors
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
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 40.91% 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

Integrated Wealth Concepts's TXXI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) in Q2 2026: 800 shares worth $40.7K. The stake represents ﹤0.01% of the portfolio and ranks #3530 among its holdings.

16 funds tracked by Wall St. Rank hold TXXI as of Q2 2026.

  • Integrated Wealth Concepts held 800 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $40.7K as of Q2 2026.
  • BondBloxx IR+M Tax-Aware Intermediate Duration ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • BondBloxx IR+M Tax-Aware Intermediate Duration ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3530 holding.
  • 16 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.