Integrated Wealth Concepts LLC increased its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX – Free Report) by 43.7% during the 2nd quarter, HoldingsChannel reports. The firm owned 79,200 shares of the company’s stock after purchasing an additional 24,098 shares during the period. Integrated Wealth Concepts LLC’s holdings in BondBloxx IR+M Tax-Aware Short Duration ETF were worth $4,019,000 as of its most recent SEC filing.
Other institutional investors have also added to or reduced their stakes in the company. Thrivent Financial for Lutherans acquired a new position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the fourth quarter worth about $4,569,000. Laurel Oak Wealth Management LLC bought a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF during the first quarter worth $503,000. Patriot Financial Group Insurance Agency LLC acquired a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF in the first quarter valued at $723,000. Tanager Wealth Management LLP grew its position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 21.7% in the 1st quarter. Tanager Wealth Management LLP now owns 230,239 shares of the company’s stock valued at $11,640,000 after acquiring an additional 41,025 shares during the period. Finally, Cornerstone Advisors Asset Management LLC increased its stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 60.0% during the 1st quarter. Cornerstone Advisors Asset Management LLC now owns 78,788 shares of the company’s stock worth $3,983,000 after purchasing an additional 29,558 shares during the last quarter.
BondBloxx IR+M Tax-Aware Short Duration ETF Stock Up 0.1%
Shares of TAXX stock opened at $50.22 on Friday. The firm’s 50-day moving average is $50.49 and its 200-day moving average is $50.60. BondBloxx IR+M Tax-Aware Short Duration ETF has a 52-week low of $50.19 and a 52-week high of $51.13.
BondBloxx IR+M Tax-Aware Short Duration ETF Company Profile
The BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is actively managed, seeking attractive after-tax income while preserving capital through investments in USD-denominated municipal and taxable short-duration fixed income securities. TAXX was launched on Mar 14, 2024 and is issued by BondBloxx.
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