BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX Stock Bought by Sweeney & Michel LLC

Sweeney & Michel LLC increased its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) by 57.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,325 shares of the company’s stock after buying an additional 21,754 shares during the period. BondBloxx IR+M Tax-Aware Short Duration ETF comprises approximately 0.8% of Sweeney & Michel LLC’s investment portfolio, making the stock its 25th largest holding. Sweeney & Michel LLC’s holdings in BondBloxx IR+M Tax-Aware Short Duration ETF were worth $2,957,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Gradient Investments LLC purchased a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF in the 3rd quarter worth $544,000. Integrated Wealth Concepts LLC lifted its position 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 worth $4,019,000 after buying an additional 24,098 shares in the last quarter. Citadel Advisors LLC boosted its position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 7.8% during the 2nd quarter. Citadel Advisors LLC now owns 20,231 shares of the company’s stock valued at $1,027,000 after acquiring an additional 1,456 shares during the last quarter. Tanager Wealth Management LLP boosted its holdings in BondBloxx IR+M Tax-Aware Short Duration ETF by 1.9% in the 2nd quarter. Tanager Wealth Management LLP now owns 234,724 shares of the company’s stock valued at $11,910,000 after purchasing an additional 4,485 shares during the last quarter. Finally, CGN Advisors LLC lifted its holdings in BondBloxx IR+M Tax-Aware Short Duration ETF by 6.1% in the second quarter. CGN Advisors LLC now owns 27,610 shares of the company’s stock valued at $1,401,000 after acquiring an additional 1,595 shares during the last quarter.

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

Shares of NYSEARCA TAXX traded up $0.09 during mid-day trading on Friday, reaching $50.08. 38,112 shares of the company’s stock were exchanged, compared to its average volume of 38,544. BondBloxx IR+M Tax-Aware Short Duration ETF has a 52-week low of $49.72 and a 52-week high of $51.13. The company’s 50-day moving average is $50.20 and its 200-day moving average is $50.46.

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.