UBS Group
TXXI

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

UBS Group’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 		– Sell
-12
Closed -$602 – 11386
2026
Q1 		$602 Buy
+12
New +$609 ﹤0.01% 9813
2025
Q3 		– Sell
-11
Closed -$545 – 11292
2025
Q2 		$545 Buy
+11
New +$543 ﹤0.01% 9795

Other funds holding TXXI

IRM
Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return
CAPTRUST Financial Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BW
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

UBS Group's TXXI Position: Q2 2026 in Review

UBS Group sold out of BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) in Q2 2026, closing a stake of 12 shares — an estimated $602 sold.

UBS Group first reported a position in TXXI in Q2 2025 and held it in 2 quarters. The position peaked at $602 in Q1 2026. 15 funds tracked by Wall St. Rank hold TXXI as of Q2 2026.

  • UBS Group reported no remaining BondBloxx IR+M Tax-Aware Intermediate Duration ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 12 BondBloxx IR+M Tax-Aware Intermediate Duration ETF shares in Q2 2026, an estimated $602.
  • UBS Group first reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in Q2 2025 and held it in 2 quarters.
  • UBS Group's BondBloxx IR+M Tax-Aware Intermediate Duration ETF position peaked at $602 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 UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.