BBLX Irm Tax-Aware I Dur ETFTXXIETF
13F holders, Q1 2026 (March 31)15holders +4
7new positions
3sold out
1famous investor
$50.17avg. 13F price*
At the end of Q1 2026, 15 institutions reported holding BBLX Irm Tax-Aware I Dur ETF (TXXI) in their 13F filings, up 4 from Q4 2025. 7 opened new positions and 3 sold out. The largest holders were Income Research & Management ($5.0M), BCGM Wealth Management, LLC ($3.8M) and Captrust Financial Advisors ($2.9M). 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 (Q1 2026)
- CUSIP
- 09789C663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.3M |
| Exits | 3 | $3.5M |
All 13F filers, Q4 2025 → Q1 2026: 86,197 shares bought and 106,794 shares sold, net −20,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Income Research & Management | 3.00% | No change | 100,000 | $5.0M |
| BCGM Wealth Management, LLC | 0.95% | Add +11.9% | 75,493 | $3.8M |
| Captrust Financial Advisors | 0.01% | No change | 57,360 | $2.9M |
| Traphagen Investment Advisors LLC | 0.11% | New | 25,970 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -67.7% | 18,156 | $911K |
| Balance Wealth Partners LLC | 0.23% | Add +52.9% | 14,817 | $743K |
| Cwm, LLC | 0.00% | Add +73.9% | 13,477 | $676K |
| Impact Partnership Wealth, LLC | 0.08% | New | 13,175 | $661K |
| Plum Street Advisors, LLC | 0.19% | New | 10,758 | $540K |
| Citadel Advisors | 0.00% | New | 9,767 | $490K |
| Inspire Advisors, LLC | 0.03% | Add +33.6% | 8,480 | $425K |
| Jane Street Group, LLC | 0.00% | New | 5,388 | $270K |
| CFS Investment Advisory Services, LLC | 0.01% | No change | 4,000 | $203K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 113 | $6K |
| UBS Group AG | 0.00% | New | 12 | $602 |
"% 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.