Guardian Financial Partners LLC raised its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX – Free Report) by 13.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,151 shares of the company’s stock after acquiring an additional 3,493 shares during the quarter. BondBloxx IR+M Tax-Aware Short Duration ETF makes up 0.9% of Guardian Financial Partners LLC’s investment portfolio, making the stock its 25th largest holding. Guardian Financial Partners LLC’s holdings in BondBloxx IR+M Tax-Aware Short Duration ETF were worth $1,519,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in TAXX. Delos Wealth Advisors LLC purchased a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the third quarter worth $131,000. CFS Investment Advisory Services LLC acquired a new position in BondBloxx IR+M Tax-Aware Short Duration ETF in the 3rd quarter worth about $237,000. Fullcircle Wealth LLC purchased a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the 3rd quarter worth about $435,000. Catalyst Financial Partners LLC acquired a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the 3rd quarter valued at about $618,000. Finally, M Holdings Securities Inc. bought a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF in the 3rd quarter valued at approximately $632,000.
BondBloxx IR+M Tax-Aware Short Duration ETF Stock Up 0.1 %
Shares of TAXX opened at $50.42 on Thursday. BondBloxx IR+M Tax-Aware Short Duration ETF has a twelve month low of $49.78 and a twelve month high of $51.05. The firm’s 50 day moving average price is $50.48 and its 200 day moving average price is $50.51.
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.
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