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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$468K Sell
9,201
-1,557
-14% -$78.7K 0.15% 74
2026
Q1
$540K Buy
+10,758
New +$546K 0.19% 70

Other funds holding TXXI

Plum Street Advisors's TXXI Position: Q2 2026 in Review

Plum Street Advisors reduced its BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) stake by 14% in Q2 2026, selling an estimated $78.7K and leaving 9,201 shares worth $468K. The position accounts for 0.15% of the portfolio, ranked #74.

Plum Street Advisors first reported a position in TXXI in Q1 2026 and has held it in 2 quarters since. The position peaked at $540K in Q1 2026. 15 funds tracked by Wall St. Rank hold TXXI as of Q2 2026.

  • Plum Street Advisors held 9,201 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $468K as of Q2 2026.
  • Plum Street Advisors sold 1,557 BondBloxx IR+M Tax-Aware Intermediate Duration ETF shares in Q2 2026, an estimated $78.7K.
  • BondBloxx IR+M Tax-Aware Intermediate Duration ETF made up 0.15% of Plum Street Advisors's portfolio in Q2 2026, its #74 holding.
  • Plum Street Advisors first reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in Q1 2026 and has held it in 2 quarters since.
  • Plum Street Advisors's BondBloxx IR+M Tax-Aware Intermediate Duration ETF position peaked at $540K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.