JDM Financial Group LLC Cuts Position in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX)

JDM Financial Group LLC reduced its stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) by 2.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 23,790 shares of the company’s stock after selling 635 shares during the period. BondBloxx IR+M Tax-Aware Short Duration ETF makes up approximately 0.6% of JDM Financial Group LLC’s portfolio, making the stock its 23rd largest position. JDM Financial Group LLC’s holdings in BondBloxx IR+M Tax-Aware Short Duration ETF were worth $1,198,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in TAXX. Farther Finance Advisors LLC purchased a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF during the fourth quarter worth $176,000. Thrivent Financial for Lutherans acquired a new position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the 4th quarter worth $248,000. Blume Capital Management Inc. purchased a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF in the 4th quarter worth about $375,000. CFS Investment Advisory Services LLC grew its stake in BondBloxx IR+M Tax-Aware Short Duration ETF by 68.3% in the 4th quarter. CFS Investment Advisory Services LLC now owns 7,849 shares of the company’s stock valued at $395,000 after acquiring an additional 3,185 shares during the last quarter. Finally, Fullcircle Wealth LLC grew its stake in BondBloxx IR+M Tax-Aware Short Duration ETF by 11.6% in the 4th quarter. Fullcircle Wealth LLC now owns 9,600 shares of the company’s stock valued at $485,000 after acquiring an additional 1,000 shares during the last quarter.

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

Shares of TAXX opened at $50.42 on Wednesday. BondBloxx IR+M Tax-Aware Short Duration ETF has a 12-month low of $49.78 and a 12-month high of $51.05. The company has a 50-day moving average of $50.35 and a two-hundred day moving average of $50.46.

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.