Patriot Financial Group Insurance Agency LLC Invests $723,000 in BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX

Patriot Financial Group Insurance Agency LLC bought a new position in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 14,308 shares of the company’s stock, valued at approximately $723,000. Patriot Financial Group Insurance Agency LLC owned about 0.26% of BondBloxx IR+M Tax-Aware Short Duration ETF as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of TAXX. EP Wealth Advisors LLC bought a new position in BondBloxx IR+M Tax-Aware Short Duration ETF in the fourth quarter valued at $68,762,000. CWM LLC boosted its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 4.1% in the 4th quarter. CWM LLC now owns 352,367 shares of the company’s stock worth $17,872,000 after purchasing an additional 13,752 shares in the last quarter. Tanager Wealth Management LLP boosted its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 21.7% in the 1st quarter. Tanager Wealth Management LLP now owns 230,239 shares of the company’s stock worth $11,640,000 after purchasing an additional 41,025 shares in the last quarter. One Capital Management LLC increased its position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 1.0% during the 4th quarter. One Capital Management LLC now owns 201,934 shares of the company’s stock valued at $10,242,000 after purchasing an additional 2,077 shares during the last quarter. Finally, Delos Wealth Advisors LLC increased its position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 8.1% during the 3rd quarter. Delos Wealth Advisors LLC now owns 115,332 shares of the company’s stock valued at $5,880,000 after purchasing an additional 8,640 shares during the last quarter.

BondBloxx IR+M Tax-Aware Short Duration ETF Trading Down 0.0%

Shares of NYSEARCA TAXX opened at $50.74 on Wednesday. BondBloxx IR+M Tax-Aware Short Duration ETF has a one year low of $50.35 and a one year high of $51.13. The firm’s 50 day simple moving average is $50.65 and its two-hundred day simple moving average is $50.73.

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.