Laurel Oak Wealth Management LLC Invests $503,000 in BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX

Laurel Oak Wealth Management LLC acquired a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 9,958 shares of the company’s stock, valued at approximately $503,000.

A number of other institutional investors have also recently made changes to their positions in the business. CWM LLC increased its position in BondBloxx IR+M Tax-Aware Short Duration ETF by 4.1% during the 4th quarter. CWM LLC now owns 352,367 shares of the company’s stock valued at $17,872,000 after buying an additional 13,752 shares in the last quarter. Thrivent Financial for Lutherans acquired a new position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the fourth quarter valued at about $4,569,000. Lake Street Private Wealth LLC raised its position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 143.1% in the 4th quarter. Lake Street Private Wealth LLC now owns 41,839 shares of the company’s stock valued at $2,122,000 after purchasing an additional 24,625 shares during the last quarter. Tanager Wealth Management LLP boosted its stake in 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 worth $11,640,000 after purchasing an additional 41,025 shares in the last quarter. Finally, Buck Wealth Strategies LLC purchased a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF during the 4th quarter worth approximately $444,000.

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

Shares of BondBloxx IR+M Tax-Aware Short Duration ETF stock opened at $50.76 on Friday. The firm’s 50 day simple moving average is $50.64 and its two-hundred day simple moving average is $50.73. BondBloxx IR+M Tax-Aware Short Duration ETF has a 12-month low of $50.35 and a 12-month high of $51.20.

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.