BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX Shares Acquired by Lake Street Private Wealth LLC

Lake Street Private Wealth LLC increased its position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) by 211.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 17,214 shares of the company’s stock after acquiring an additional 11,685 shares during the period. Lake Street Private Wealth LLC’s holdings in BondBloxx IR+M Tax-Aware Short Duration ETF were worth $878,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Raymond James Financial Inc. bought a new position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the 2nd quarter valued at about $32,000. JPMorgan Chase & Co. bought a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF in the 3rd quarter worth approximately $174,000. Guild Investment Management Inc. acquired a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF during the third quarter valued at approximately $204,000. Farther Finance Advisors LLC lifted its stake in BondBloxx IR+M Tax-Aware Short Duration ETF by 12.8% during the third quarter. Farther Finance Advisors LLC now owns 4,015 shares of the company’s stock valued at $205,000 after purchasing an additional 455 shares during the last quarter. Finally, Inspire Advisors LLC bought a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF during the second quarter worth approximately $273,000.

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

TAXX opened at $51.03 on Tuesday. The business has a fifty day simple moving average of $50.86 and a 200-day simple moving average of $50.85. BondBloxx IR+M Tax-Aware Short Duration ETF has a fifty-two week low of $49.80 and a fifty-two week high of $51.20.

BondBloxx IR+M Tax-Aware Short Duration ETF Cuts Dividend

The business also recently declared a monthly dividend, which was paid on Thursday, February 5th. Investors of record on Monday, February 2nd were given a $0.1759 dividend. The ex-dividend date was Monday, February 2nd. This represents a c) dividend on an annualized basis and a dividend yield of 4.1%.

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.