Baer Investment Advisory LLC acquired a new position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 31,394 shares of the company’s stock, valued at approximately $1,587,000.
Several other institutional investors and hedge funds have also modified their holdings of the business. Impact Partnership Wealth LLC acquired a new position in BondBloxx IR+M Tax-Aware Short Duration ETF during the first quarter valued at approximately $446,000. Patriot Financial Group Insurance Agency LLC bought a new position in BondBloxx IR+M Tax-Aware Short Duration ETF during the first quarter worth about $723,000. Benchmark Financial LLC bought a new position in BondBloxx IR+M Tax-Aware Short Duration ETF during the first quarter worth about $392,000. Laurel Oak Wealth Management LLC acquired a new position in BondBloxx IR+M Tax-Aware Short Duration ETF during the first quarter worth approximately $503,000. Finally, Balance Wealth LLC increased its position in BondBloxx IR+M Tax-Aware Short Duration ETF by 3.5% during the first quarter. Balance Wealth LLC now owns 52,451 shares of the company’s stock worth $2,652,000 after buying an additional 1,774 shares during the last quarter.
BondBloxx IR+M Tax-Aware Short Duration ETF Stock Performance
NYSEARCA:TAXX opened at $50.63 on Friday. BondBloxx IR+M Tax-Aware Short Duration ETF has a 12-month low of $50.35 and a 12-month high of $51.13. The stock’s 50 day moving average price is $50.64 and its two-hundred day moving average price is $50.73.
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.
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