Tanager Wealth Management LLP boosted its position in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX – Free Report) by 21.7% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 230,239 shares of the company’s stock after buying an additional 41,025 shares during the quarter. BondBloxx IR+M Tax-Aware Short Duration ETF makes up about 1.1% of Tanager Wealth Management LLP’s portfolio, making the stock its 23rd biggest position. Tanager Wealth Management LLP’s holdings in BondBloxx IR+M Tax-Aware Short Duration ETF were worth $11,640,000 at the end of the most recent reporting period.
Other institutional investors have also recently bought and sold shares of the company. EP Wealth Advisors LLC acquired a new position in BondBloxx IR+M Tax-Aware Short Duration ETF during the 4th quarter worth approximately $68,762,000. Inspire Advisors LLC raised its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 134.3% in the fourth quarter. Inspire Advisors LLC now owns 14,127 shares of the company’s stock valued at $717,000 after purchasing an additional 8,098 shares during the last quarter. Stifel Financial Corp raised its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 23.6% in the fourth quarter. Stifel Financial Corp now owns 37,259 shares of the company’s stock valued at $1,890,000 after purchasing an additional 7,107 shares during the last quarter. Integrated Wealth Concepts LLC lifted its position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 38.0% in the fourth quarter. Integrated Wealth Concepts LLC now owns 46,645 shares of the company’s stock worth $2,366,000 after purchasing an additional 12,852 shares in the last quarter. Finally, Jane Street Group LLC bought a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF in the fourth quarter worth $384,000.
BondBloxx IR+M Tax-Aware Short Duration ETF Stock Performance
Shares of TAXX opened at $50.76 on Thursday. BondBloxx IR+M Tax-Aware Short Duration ETF has a 12 month low of $50.35 and a 12 month high of $51.20. The firm has a fifty day simple moving average of $50.64 and a 200 day simple moving average of $50.73.
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.
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