BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) Shares Sold by JDM Financial Group LLC

JDM Financial Group LLC lessened its stake in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) by 2.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 23,790 shares of the company’s stock after selling 635 shares during the quarter. BondBloxx IR+M Tax-Aware Short Duration ETF accounts for approximately 0.6% of JDM Financial Group LLC’s portfolio, making the stock its 23rd biggest position. JDM Financial Group LLC owned approximately 0.82% of BondBloxx IR+M Tax-Aware Short Duration ETF worth $1,198,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. EP Wealth Advisors LLC raised its holdings in BondBloxx IR+M Tax-Aware Short Duration ETF by 370.8% in the fourth quarter. EP Wealth Advisors LLC now owns 500,615 shares of the company’s stock valued at $25,215,000 after acquiring an additional 394,290 shares in the last quarter. One Capital Management LLC increased its position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 9.2% in the 4th quarter. One Capital Management LLC now owns 177,632 shares of the company’s stock valued at $8,947,000 after purchasing an additional 15,025 shares during the last quarter. Delos Wealth Advisors LLC raised its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 4,565.4% in the 4th quarter. Delos Wealth Advisors LLC now owns 120,181 shares of the company’s stock valued at $6,053,000 after purchasing an additional 117,605 shares in the last quarter. Tanager Wealth Management LLP raised its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 278.5% in the 4th quarter. Tanager Wealth Management LLP now owns 109,963 shares of the company’s stock valued at $5,553,000 after purchasing an additional 80,911 shares in the last quarter. Finally, BCGM Wealth Management LLC lifted its position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 7.6% during the 4th quarter. BCGM Wealth Management LLC now owns 68,177 shares of the company’s stock worth $3,434,000 after purchasing an additional 4,841 shares during the last quarter.

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

Shares of TAXX stock opened at $50.42 on Wednesday. The firm has a fifty day moving average price of $50.35 and a 200 day moving average price of $50.46. BondBloxx IR+M Tax-Aware Short Duration ETF has a 12 month low of $49.78 and a 12 month high of $51.05.

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.