Laurel Oak Wealth Management LLC Takes $503,000 Position in BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX

Laurel Oak Wealth Management LLC acquired a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 9,958 shares of the company’s stock, valued at approximately $503,000. Laurel Oak Wealth Management LLC owned 0.18% of BondBloxx IR+M Tax-Aware Short Duration ETF as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Raymond James Financial Inc. bought a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF during the 2nd quarter valued at $32,000. JPMorgan Chase & Co. purchased a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the 3rd quarter worth $174,000. Indivisible Partners purchased a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the 4th quarter worth $245,000. Farther Finance Advisors LLC boosted its position in BondBloxx IR+M Tax-Aware Short Duration ETF by 37.4% during the fourth quarter. Farther Finance Advisors LLC now owns 5,515 shares of the company’s stock valued at $280,000 after purchasing an additional 1,500 shares in the last quarter. Finally, Guild Investment Management Inc. boosted its position in BondBloxx IR+M Tax-Aware Short Duration ETF by 37.5% during the fourth quarter. Guild Investment Management Inc. now owns 5,500 shares of the company’s stock valued at $280,000 after purchasing an additional 1,500 shares in the last quarter.

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

TAXX opened at $50.76 on Friday. The business’s 50-day moving average is $50.64 and its two-hundred day moving average is $50.73. BondBloxx IR+M Tax-Aware Short Duration ETF has a 1 year low of $50.35 and a 1 year 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.