BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX Position Reduced by JDM Financial Group LLC

JDM Financial Group LLC cut its position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) by 32.7% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 19,312 shares of the company’s stock after selling 9,390 shares during the quarter. BondBloxx IR+M Tax-Aware Short Duration ETF accounts for 0.5% of JDM Financial Group LLC’s portfolio, making the stock its 26th largest position. JDM Financial Group LLC owned about 0.54% of BondBloxx IR+M Tax-Aware Short Duration ETF worth $986,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also made changes to their positions in the stock. M Holdings Securities Inc. increased its holdings in BondBloxx IR+M Tax-Aware Short Duration ETF by 2.5% in the first quarter. M Holdings Securities Inc. now owns 12,859 shares of the company’s stock worth $650,000 after buying an additional 312 shares during the last quarter. Guardian Financial Partners LLC increased its holdings in BondBloxx IR+M Tax-Aware Short Duration ETF by 9.6% in the second quarter. Guardian Financial Partners LLC now owns 32,089 shares of the company’s stock worth $1,638,000 after buying an additional 2,811 shares during the last quarter. CWM LLC increased its holdings in BondBloxx IR+M Tax-Aware Short Duration ETF by 1.9% in the first quarter. CWM LLC now owns 214,288 shares of the company’s stock worth $10,837,000 after buying an additional 4,096 shares during the last quarter. Integrated Wealth Concepts LLC increased its holdings in BondBloxx IR+M Tax-Aware Short Duration ETF by 54.0% in the first quarter. Integrated Wealth Concepts LLC now owns 18,206 shares of the company’s stock worth $921,000 after buying an additional 6,387 shares during the last quarter. Finally, Gradient Investments LLC acquired a new position in BondBloxx IR+M Tax-Aware Short Duration ETF during the second quarter valued at approximately $411,000.

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

TAXX opened at $50.95 on Wednesday. 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 has a 50 day moving average of $50.90 and a 200-day moving average of $50.66.

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.