JDM Financial Group LLC reduced its holdings in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX – Free Report) by 32.7% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 19,312 shares of the company’s stock after selling 9,390 shares during the quarter. BondBloxx IR+M Tax-Aware Short Duration ETF comprises 0.5% of JDM Financial Group LLC’s holdings, making the stock its 26th largest holding. JDM Financial Group LLC’s holdings in BondBloxx IR+M Tax-Aware Short Duration ETF were worth $986,000 as of its most recent SEC filing.
Several other hedge funds also recently modified their holdings of the stock. Gradient Investments LLC bought a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF in the second quarter valued at $411,000. M Holdings Securities Inc. boosted its holdings in BondBloxx IR+M Tax-Aware Short Duration ETF by 2.5% during the 1st quarter. M Holdings Securities Inc. now owns 12,859 shares of the company’s stock valued at $650,000 after acquiring an additional 312 shares during the period. CGN Advisors LLC lifted its holdings in BondBloxx IR+M Tax-Aware Short Duration ETF by 306.2% in the 2nd quarter. CGN Advisors LLC now owns 16,286 shares of the company’s stock worth $831,000 after buying an additional 12,277 shares during the period. Integrated Wealth Concepts LLC lifted its stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 54.0% in the 1st quarter. Integrated Wealth Concepts LLC now owns 18,206 shares of the company’s stock valued at $921,000 after purchasing an additional 6,387 shares during the period. Finally, Guardian Financial Partners LLC lifted its stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 9.6% in the 2nd quarter. Guardian Financial Partners LLC now owns 32,089 shares of the company’s stock valued at $1,638,000 after purchasing an additional 2,811 shares during the period.
BondBloxx IR+M Tax-Aware Short Duration ETF Stock Performance
TAXX stock opened at $50.95 on Wednesday. The stock’s fifty day moving average price is $50.90 and its 200-day moving average price is $50.66. BondBloxx IR+M Tax-Aware Short Duration ETF has a 1 year low of $49.80 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.
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