Tanager Wealth Management LLP Acquires 41,025 Shares of BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX

Tanager Wealth Management LLP lifted its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) by 21.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 230,239 shares of the company’s stock after purchasing an additional 41,025 shares during the quarter. BondBloxx IR+M Tax-Aware Short Duration ETF accounts for about 1.1% of Tanager Wealth Management LLP’s portfolio, making the stock its 23rd biggest position. Tanager Wealth Management LLP owned about 4.10% of BondBloxx IR+M Tax-Aware Short Duration ETF worth $11,640,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of TAXX. Raymond James Financial Inc. acquired a new position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF in the 2nd quarter valued at approximately $32,000. JPMorgan Chase & Co. acquired a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF during the 3rd quarter worth approximately $174,000. Indivisible Partners bought a new position in BondBloxx IR+M Tax-Aware Short Duration ETF in the fourth quarter valued at approximately $245,000. Guild Investment Management Inc. lifted its stake in BondBloxx IR+M Tax-Aware Short Duration ETF by 37.5% in the fourth quarter. Guild Investment Management Inc. now owns 5,500 shares of the company’s stock valued at $280,000 after buying an additional 1,500 shares in the last quarter. Finally, Farther Finance Advisors LLC lifted its stake in BondBloxx IR+M Tax-Aware Short Duration ETF by 37.4% in the fourth quarter. Farther Finance Advisors LLC now owns 5,515 shares of the company’s stock valued at $280,000 after buying an additional 1,500 shares in the last quarter.

BondBloxx IR+M Tax-Aware Short Duration ETF Trading Up 0.1%

BondBloxx IR+M Tax-Aware Short Duration ETF stock opened at $50.76 on Thursday. The company has a 50 day moving average of $50.64 and a 200-day moving average of $50.73. BondBloxx IR+M Tax-Aware Short Duration ETF has a twelve month low of $50.35 and a twelve month high of $51.20.

BondBloxx IR+M Tax-Aware Short Duration ETF Company 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.