LPL Financial’s BondBloxx IR+M Tax-Aware Intermediate Duration ETF TXXI Stock Holding History

LPL Financial’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	$1.31M	Buy	+25,771	New	+$1.3M	﹤0.01%	4171

Other funds holding TXXI

IRM

Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return

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

Oasis Advisors Forest City, Iowa $154M AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

LPL Financial's TXXI Position: Q2 2026 in Review

LPL Financial opened a new position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) in Q2 2026: 25,771 shares worth $1.31M. The stake represents ﹤0.01% of the portfolio and ranks #4171 among its holdings.

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

LPL Financial held 25,771 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $1.31M as of Q2 2026.
BondBloxx IR+M Tax-Aware Intermediate Duration ETF was a new LPL Financial position in Q2 2026.
BondBloxx IR+M Tax-Aware Intermediate Duration ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4171 holding.
16 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.