Ticker: TXXI CUSIP: 09789C663 Class: IR M TAX AWARE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| INCOME RESEARCH & MANAGEMENT | 100,000 | $5,060 |
| BCGM Wealth Management, LLC | 67,465 | $3,414 |
| CAPTRUST FINANCIAL ADVISORS | 57,360 | $2,902 |
| Brinker Capital Investments, LLC | 56,242 | $2,846 |
| Balance Wealth, LLC | 9,691 | $490 |
| CWM, LLC | 7,750 | $0 |
| Coppell Advisory Solutions LLC | 6,543 | $331 |
| Inspire Advisors, LLC | 6,347 | $321 |
| Thrivent Financial for Lutherans | 5,940 | $0 |
| CFS Investment Advisory Services, LLC | 4,000 | $202 |
| Total (10 institutions) | 321,338 | $15,567 |