Cwm LLC Has $17.26 Million Stake in BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX

Cwm LLC increased its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) by 24.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 338,615 shares of the company’s stock after buying an additional 67,402 shares during the period. Cwm LLC owned 0.08% of BondBloxx IR+M Tax-Aware Short Duration ETF worth $17,263,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. Raymond James Financial Inc. bought a new position in BondBloxx IR+M Tax-Aware Short Duration ETF in the second quarter valued at approximately $32,000. Farther Finance Advisors LLC lifted its stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 12.8% in the 3rd quarter. Farther Finance Advisors LLC now owns 4,015 shares of the company’s stock valued at $205,000 after purchasing an additional 455 shares during the period. Inspire Advisors LLC bought a new position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF in the 2nd quarter worth $273,000. Gradient Investments LLC acquired a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the second quarter worth $411,000. Finally, Nemes Rush Group LLC acquired a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the second quarter worth $456,000.

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

NYSEARCA:TAXX opened at $50.88 on Friday. BondBloxx IR+M Tax-Aware Short Duration ETF has a 1-year low of $49.80 and a 1-year high of $51.20. The business’s 50-day moving average price is $50.81 and its two-hundred day moving average price is $50.79.

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.