Patriot Financial Group Insurance Agency LLC Acquires New Shares in BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX

Patriot Financial Group Insurance Agency LLC acquired a new position in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXXFree Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 14,308 shares of the company’s stock, valued at approximately $723,000.

A number of other hedge funds have also bought and sold shares of TAXX. Raymond James Financial Inc. bought a new position in BondBloxx IR+M Tax-Aware Short Duration ETF in the second quarter worth approximately $32,000. JPMorgan Chase & Co. purchased a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF in the 3rd quarter worth $174,000. Indivisible Partners bought a new position in BondBloxx IR+M Tax-Aware Short Duration ETF in the 4th quarter worth $245,000. Guild Investment Management Inc. raised its holdings in BondBloxx IR+M Tax-Aware Short Duration ETF by 37.5% in the 4th quarter. Guild Investment Management Inc. now owns 5,500 shares of the company’s stock worth $280,000 after purchasing an additional 1,500 shares during the period. Finally, Farther Finance Advisors LLC lifted 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.

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

Shares of TAXX opened at $50.74 on Wednesday. The business has a 50-day simple moving average of $50.65 and a two-hundred day simple moving average of $50.73. BondBloxx IR+M Tax-Aware Short Duration ETF has a 52 week low of $50.35 and a 52 week high of $51.13.

BondBloxx IR+M Tax-Aware Short Duration ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX)

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