BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX Stock Position Raised by Lake Street Private Wealth LLC

Lake Street Private Wealth LLC raised its stake in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) by 211.3% in the third quarter, according to the company in its most recent disclosure 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 owned 0.38% of BondBloxx IR+M Tax-Aware Short Duration ETF worth $878,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Raymond James Financial Inc. acquired a new position in BondBloxx IR+M Tax-Aware Short Duration ETF during the 2nd quarter valued at approximately $32,000. JPMorgan Chase & Co. acquired a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF in the third quarter worth $174,000. Guild Investment Management Inc. bought a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF in the third quarter valued at $204,000. Farther Finance Advisors LLC boosted its holdings in shares of 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 acquiring an additional 455 shares during the period. Finally, Inspire Advisors LLC acquired a new position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the second quarter valued at $273,000.

BondBloxx IR+M Tax-Aware Short Duration ETF Stock Up 0.1%

TAXX stock opened at $51.03 on Tuesday. The firm’s 50-day simple moving average is $50.86 and its 200 day simple moving average is $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 firm also recently disclosed a monthly dividend, which was paid on Thursday, February 5th. Stockholders of record on Monday, February 2nd were given a dividend of $0.1759 per share. The ex-dividend date was Monday, February 2nd. This represents a c) annualized dividend and a dividend yield of 4.1%.

BondBloxx IR+M Tax-Aware Short Duration ETF 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.