11,967 Shares in BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX Purchased by AE Wealth Management LLC

AE Wealth Management LLC bought a new position in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 11,967 shares of the company’s stock, valued at approximately $610,000. AE Wealth Management LLC owned 0.27% of BondBloxx IR+M Tax-Aware Short Duration ETF at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Sound Income Strategies LLC increased its position in BondBloxx IR+M Tax-Aware Short Duration ETF by 1.2% during the 3rd quarter. Sound Income Strategies LLC now owns 18,971 shares of the company’s stock valued at $964,000 after purchasing an additional 225 shares during the period. Farther Finance Advisors LLC increased its holdings in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 12.8% in the 3rd 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. Raymond James Financial Inc. purchased a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the 2nd quarter worth $32,000. Inspire Advisors LLC boosted its position in BondBloxx IR+M Tax-Aware Short Duration ETF by 12.9% during the third quarter. Inspire Advisors LLC now owns 6,029 shares of the company’s stock valued at $307,000 after purchasing an additional 690 shares in the last quarter. Finally, M Holdings Securities Inc. grew its stake in BondBloxx IR+M Tax-Aware Short Duration ETF by 8.8% in the second quarter. M Holdings Securities Inc. now owns 13,993 shares of the company’s stock valued at $714,000 after purchasing an additional 1,134 shares during the last quarter.

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

Shares of BondBloxx IR+M Tax-Aware Short Duration ETF stock opened at $50.85 on Thursday. The company has a 50-day simple moving average of $50.80 and a two-hundred day simple moving average of $50.83. BondBloxx IR+M Tax-Aware Short Duration ETF has a one year low of $49.80 and a one year high of $51.20.

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

The firm also recently announced a monthly dividend, which will be paid on Thursday, February 5th. Investors of record on Monday, February 2nd will be paid a dividend of $0.1759 per share. This represents a c) annualized dividend and a yield of 4.2%. The ex-dividend date is Monday, February 2nd.

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.