BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX Stock Bought by Sweeney & Michel LLC

Sweeney & Michel LLC increased its position in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) by 57.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 59,325 shares of the company’s stock after purchasing an additional 21,754 shares during the quarter. BondBloxx IR+M Tax-Aware Short Duration ETF makes up about 0.8% of Sweeney & Michel LLC’s portfolio, making the stock its 25th biggest position. Sweeney & Michel LLC owned approximately 1.04% of BondBloxx IR+M Tax-Aware Short Duration ETF worth $2,957,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in TAXX. Tanager Wealth Management LLP increased its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 1.9% in the 2nd quarter. Tanager Wealth Management LLP now owns 234,724 shares of the company’s stock valued at $11,910,000 after acquiring an additional 4,485 shares during the period. BCGM Wealth Management LLC raised its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 6.8% in the first quarter. BCGM Wealth Management LLC now owns 107,931 shares of the company’s stock worth $5,456,000 after buying an additional 6,826 shares during the last quarter. Assetmark Inc. acquired a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF during the 1st quarter worth about $4,028,000. Integrated Wealth Concepts LLC grew its stake in BondBloxx IR+M Tax-Aware Short Duration ETF by 43.7% during the 2nd quarter. Integrated Wealth Concepts LLC now owns 79,200 shares of the company’s stock valued at $4,019,000 after purchasing an additional 24,098 shares during the last quarter. Finally, Cornerstone Advisors Asset Management LLC increased its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 60.0% in the first quarter. Cornerstone Advisors Asset Management LLC now owns 78,788 shares of the company’s stock valued at $3,983,000 after purchasing an additional 29,558 shares during the period.

BondBloxx IR+M Tax-Aware Short Duration ETF Stock Up 0.2%

Shares of TAXX stock traded up $0.09 during mid-day trading on Friday, reaching $50.08. The stock had a trading volume of 38,112 shares, compared to its average volume of 38,544. BondBloxx IR+M Tax-Aware Short Duration ETF has a 1-year low of $49.72 and a 1-year high of $51.13. The business’s fifty day moving average is $50.20 and its 200-day moving average is $50.46.

About BondBloxx IR+M Tax-Aware Short Duration ETF

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.