Integrated Wealth Concepts LLC Has $4.02 Million Holdings in BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX

Integrated Wealth Concepts LLC lifted its holdings in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) by 43.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 79,200 shares of the company’s stock after acquiring an additional 24,098 shares during the quarter. Integrated Wealth Concepts LLC owned approximately 1.35% of BondBloxx IR+M Tax-Aware Short Duration ETF worth $4,019,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Raymond James Financial Inc. bought a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the second quarter valued at approximately $32,000. JPMorgan Chase & Co. bought a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the third quarter worth $174,000. Jane Street Group LLC acquired a new position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the fourth quarter valued at $384,000. Benchmark Financial LLC acquired a new position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the first quarter valued at $392,000. Finally, SmartHarvest Portfolios LLC bought a new position in BondBloxx IR+M Tax-Aware Short Duration ETF in the fourth quarter valued at about $445,000.

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

BondBloxx IR+M Tax-Aware Short Duration ETF stock opened at $50.22 on Friday. The business’s 50-day simple moving average is $50.49 and its 200 day simple moving average is $50.60. BondBloxx IR+M Tax-Aware Short Duration ETF has a 12-month low of $50.19 and a 12-month high of $51.13.

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.