PSA
TXXI

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

Plum Street 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
Q1 		$540K Buy
+10,758
New +$546K 0.19% 70

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Plum Street Advisors's TXXI Position: Q1 2026 in Review

Plum Street Advisors opened a new position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) in Q1 2026: 10,758 shares worth $540K. The stake represents 0.19% of the portfolio and ranks #70 among its holdings.

15 funds tracked by Wall St. Rank hold TXXI as of Q1 2026.

  • Plum Street Advisors held 10,758 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $540K as of Q1 2026.
  • BondBloxx IR+M Tax-Aware Intermediate Duration ETF was a new Plum Street Advisors position in Q1 2026.
  • BondBloxx IR+M Tax-Aware Intermediate Duration ETF made up 0.19% of Plum Street Advisors's portfolio in Q1 2026, its #70 holding.
  • 15 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of Q1 2026.

Based on Plum Street Advisors's 13F filing for Q1 2026, filed 14 May 2026.