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
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 $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 $1.03B AUM 16.45% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group's TXXI Position: Q1 2026 in Review

UBS Group opened a new position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) in Q1 2026: 12 shares worth $602. The stake represents ﹤0.01% of the portfolio and ranks #9813 among its holdings. This is a return to the name: UBS Group previously reported a position in TXXI as recently as Q2 2025.

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

  • UBS Group held 12 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $602 as of Q1 2026.
  • BondBloxx IR+M Tax-Aware Intermediate Duration ETF was a new UBS Group position in Q1 2026.
  • BondBloxx IR+M Tax-Aware Intermediate Duration ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9813 holding.
  • UBS Group first reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in Q2 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.