Number of Shares
57,647.00
Current Holdings Value*
$2.87 Mil
% of Portfolio
0.88%
Total Estimate Gain
$-44,843.60
% of Total Estimate Gain
-1.56%

BCGM Wealth Management, LLC's BondBloxx IR+M Tax-Aware Intermediate Duration ETF Holding Summary

As of 2025-03-31, BCGM Wealth Management, LLC held 57,647.00 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF(TXXI), totaling $2.87 Mil. This investment constitutes 0.88% of their stock portfolio, and BCGM Wealth Management, LLC now holds 28.82% of the outstanding BondBloxx IR+M Tax-Aware Intermediate Duration ETF(TXXI) stock.

The initial trade took place in 2025Q1. And since then BCGM Wealth Management, LLC has made 1 purchases of TXXI, at an average price of $49.82, for a total of 57,647.00 shares. Based on historical transaction data and TXXI's current price of $49.04, BCGM Wealth Management, LLC's estimated gain on his TXXI holdings is $-44,843.60, reflecting a -1.56% gain to date.

BCGM Wealth Management, LLC TXXI ($49.04) Holding Chart

BCGM Wealth Management, LLC TXXI ($49.04) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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