BBLX Irm Tax-Aware I Dur ETFTXXIETF
13F holders, Q4 2025 (December 31)11holders +4
5new positions
2sold out
$50.60avg. 13F price*
At the end of Q4 2025, 11 institutions reported holding BBLX Irm Tax-Aware I Dur ETF (TXXI) in their 13F filings, up 4 from Q3 2025. 5 opened new positions and 2 sold out. The largest holders were Income Research & Management ($5.1M), BCGM Wealth Management, LLC ($3.4M) and Captrust Financial Advisors ($2.9M).
- Company
- BBLX Irm Tax-Aware I Dur ETF
- Filed as
- BONDBLOXX ETF TRUST (Q4 2025)
- CUSIP
- 09789C663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.2M |
| Exits | 2 | $735K |
All 13F filers, Q3 2025 → Q4 2025: 99,680 shares bought and 14,806 shares sold, net +84,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Income Research & Management | 2.68% | No change | 100,000 | $5.1M |
| BCGM Wealth Management, LLC | 0.87% | Add +5.0% | 67,465 | $3.4M |
| Captrust Financial Advisors | 0.01% | New | 57,360 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +28.7% | 56,242 | $2.8M |
| Oasis Advisors, LLC | 1.51% | — | 56,225 | $2.8M |
| Balance Wealth Partners LLC | 0.16% | Reduce -2.4% | 9,691 | $490K |
| Cwm, LLC | 0.00% | New | 7,750 | $392K |
| Coppell Advisory Solutions LLC | 0.03% | New | 6,543 | $331K |
| Inspire Advisors, LLC | 0.03% | New | 6,347 | $321K |
| Thrivent Financial for Lutherans | 0.00% | New | 5,940 | $301K |
| CFS Investment Advisory Services, LLC | 0.01% | No change | 4,000 | $202K |
"% 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.