Traphagen Investment 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
$2.09M Buy
41,194
+15,224
+59% +$770K 0.15% 56
2026
Q1
$1.3M Buy
+25,970
New +$1.32M 0.11% 69

Other funds holding TXXI

Traphagen Investment Advisors's TXXI Position: Q2 2026 in Review

Traphagen Investment Advisors increased its BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) stake by 59% in Q2 2026, buying an estimated $770K and bringing the position to 41,194 shares worth $2.09M. The position accounts for 0.15% of the portfolio, ranked #56.

Traphagen Investment Advisors first reported a position in TXXI in Q1 2026 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold TXXI as of Q2 2026.

  • Traphagen Investment Advisors held 41,194 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $2.09M as of Q2 2026.
  • Traphagen Investment Advisors bought 15,224 BondBloxx IR+M Tax-Aware Intermediate Duration ETF shares in Q2 2026, an estimated $770K.
  • BondBloxx IR+M Tax-Aware Intermediate Duration ETF made up 0.15% of Traphagen Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Traphagen Investment 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.
  • 2 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.