97,000 Shares in BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX Bought by Income Research & Management

Income Research & Management bought a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) in the third quarter, Holdings Channel reports. The fund bought 97,000 shares of the company’s stock, valued at approximately $4,835,000. BondBloxx IR+M Tax-Aware Short Duration ETF accounts for approximately 3.0% of Income Research & Management’s investment portfolio, making the stock its 19th largest holding.

Several other large investors have also recently made changes to their positions in TAXX. Tanager Wealth Management LLP boosted its position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 0.8% in the 3rd quarter. Tanager Wealth Management LLP now owns 236,610 shares of the company’s stock worth $11,795,000 after purchasing an additional 1,886 shares in the last quarter. Sweeney & Michel LLC increased its position in BondBloxx IR+M Tax-Aware Short Duration ETF by 57.9% during the 3rd quarter. Sweeney & Michel LLC now owns 59,325 shares of the company’s stock valued at $2,957,000 after buying an additional 21,754 shares in the last quarter. Gradient Investments LLC bought a new position in BondBloxx IR+M Tax-Aware Short Duration ETF during the 3rd quarter valued at approximately $544,000. Integrated Wealth Concepts LLC raised its stake in BondBloxx IR+M Tax-Aware Short Duration ETF by 43.7% during the second quarter. Integrated Wealth Concepts LLC now owns 79,200 shares of the company’s stock valued at $4,019,000 after buying an additional 24,098 shares during the last quarter. Finally, Citadel Advisors LLC raised its stake in BondBloxx IR+M Tax-Aware Short Duration ETF by 7.8% during the second quarter. Citadel Advisors LLC now owns 20,231 shares of the company’s stock valued at $1,027,000 after buying an additional 1,456 shares during the last quarter.

BondBloxx IR+M Tax-Aware Short Duration ETF Price Performance

BondBloxx IR+M Tax-Aware Short Duration ETF stock opened at $50.05 on Thursday. The business’s fifty day simple moving average is $50.18 and its two-hundred day simple moving average is $50.45. BondBloxx IR+M Tax-Aware Short Duration ETF has a 12 month low of $49.72 and a 12 month high of $51.13.

BondBloxx IR+M Tax-Aware Short Duration ETF 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.