BBLX Irm Tax-Aware I Dur ETFTXXIETF

13F holders, Q2 2026 (June 30)
15holders
5new positions
4sold out
1famous investor
$50.85avg. 13F price*

At the end of Q2 2026, 15 institutions reported holding BBLX Irm Tax-Aware I Dur ETF (TXXI) in their 13F filings, unchanged from Q1 2026. 5 opened new positions and 4 sold out. The largest holders were Income Research & Management ($5.1M), Captrust Financial Advisors ($4.6M) and BCGM Wealth Management, LLC ($3.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
BBLX Irm Tax-Aware I Dur ETF
Filed as
BONDBLOXX ETF TRUST (Q2 2026)
CUSIP
09789C663
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2025: 3Q1 2025Q2 2025: 6Q2 2025Q3 2025: 7Q3 2025Q4 2025: 11Q4 2025Q1 2026: 15Q1 2026Q2 2026: 15Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$3.2M
Exits4$1.5M

All 13F filers, Q1 2026 → Q2 2026: 122,907 shares bought and 32,384 shares sold, net +90,523 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

Income Research & Management 2.78% No change 100,000 $5.1M
Captrust Financial Advisors 0.01% Add +58.3% 90,783 $4.6M
BCGM Wealth Management, LLC 0.83% Add +1.8% 76,822 $3.9M
Traphagen Investment Advisors LLC 0.15% Add +58.6% 41,194 $2.1M
LPL Financial LLC 0.00% New 25,771 $1.3M
Oasis Advisors, LLC 0.61% New 18,425 $937K
Citadel Advisors 0.00% Add +69.2% 16,521 $840K
Balance Wealth Partners LLC 0.20% Reduce -1.1% 14,654 $745K
Impact Partnership Wealth, LLC 0.07% Reduce -0.1% 13,159 $669K
Victory Financial Group, LLC 0.06% New 11,213 $570K
Plum Street Advisors, LLC 0.15% Reduce -14.5% 9,201 $468K
Jane Street Group, LLC 0.00% Add +64.6% 8,868 $451K
Rwa Wealth Partners, LLC 0.00% New 6,396 $325K
1620 Investment Advisors, Inc. 0.02% Add +346.9% 505 $26K
Farther Finance Advisors, LLC 0.00% New 500 $25K

"% of holder's portfolio" is TXXI's weight in each manager's 13F, not the share of BBLX Irm Tax-Aware I Dur ETF the manager owns.