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Bblx IRM Tax-Aware I DUR ETF (TXXI)

CUSIP: 09789C663 | NYSE | 23 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Income Research & Management100,000
2.9% of portfolio›$4.8M
Traphagen Investment Advisors LLC69,911
0.2% of portfolio›$3.3M
Thrivent Financial for Lutherans67,874
0.0% of portfolio›$3.3M
LPL Financial LLC34,802
0.0% of portfolio›$1.7M
Balance Wealth Partners LLC29,029
0.3% of portfolio›$1.4M
Victory Financial Group, LLC25,500
0.1% of portfolio›$1.2M
Oasis Advisors, LLC23,106
0.5% of portfolio›$1.1M
1620 Investment Advisors, Inc.1,540
0.0% of portfolio›$73.7K
StyleTurnoverLocationFiled
Income Research & Management
100,000$4.8M2.9%N/AN/ABoston, MA2026-10-21
Traphagen Investment Advisors LLC
69,911$3.3M0.2%ETFLowOradell, NJ2026-10-14
Thrivent Financial for Lutherans
67,874$3.3M0.0%CoreMediumMinneapolis, MN2026-11-05
LPL Financial LLC
34,802$1.7M0.0%IndexVery LowFort Mill, SC2026-11-06
Balance Wealth Partners LLC
29,029$1.4M0.3%ETFMediumWorthington, OH2026-10-27
Victory Financial Group, LLC
25,500$1.2M0.1%ETFLowAustin, TX2026-10-27
Oasis Advisors, LLC
23,106$1.1M0.5%ETFMediumForest City, IA2026-10-16
1620 Investment Advisors, Inc.
1,540$73.7K0.0%ValueLowPlymouth, MA2026-11-04