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

Oasis Advisors’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	$937K	Buy	+18,425	New	+$931K	0.61%	29
2026 Q1	–	Sell	-56,225	Closed	-$2.85M	–	238
2025 Q4	$2.85M	Buy	+56,225	New	+$2.85M	1.51%	17

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Oasis Advisors's TXXI Position: Q2 2026 in Review

Oasis Advisors opened a new position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) in Q2 2026: 18,425 shares worth $937K. The stake represents 0.61% of the portfolio and ranks #29 among its holdings. This is a return to the name: Oasis Advisors previously reported a position in TXXI as recently as Q4 2025.

Oasis Advisors first reported a position in TXXI in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.85M in Q4 2025. 15 funds tracked by Wall St. Rank hold TXXI as of Q2 2026.

Oasis Advisors held 18,425 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $937K as of Q2 2026.
BondBloxx IR+M Tax-Aware Intermediate Duration ETF was a new Oasis Advisors position in Q2 2026.
BondBloxx IR+M Tax-Aware Intermediate Duration ETF made up 0.61% of Oasis Advisors's portfolio in Q2 2026, its #29 holding.
Oasis Advisors first reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in Q4 2025 and has held it in 2 quarters since.
Oasis Advisors's BondBloxx IR+M Tax-Aware Intermediate Duration ETF position peaked at $2.85M in Q4 2025.
15 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.