Income Research & Management Makes New $4.74 Million Investment in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents $TAXM

Income Research & Management purchased a new stake in shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (NYSEARCA:TAXM) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 100,000 shares of the company’s stock, valued at approximately $4,737,000. BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents accounts for about 2.9% of Income Research & Management’s holdings, making the stock its 21st biggest holding. Income Research & Management owned 11.90% of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents as of its most recent filing with the SEC.

Separately, Integrated Wealth Concepts LLC purchased a new position in shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in the 2nd quarter worth $220,000.

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents Price Performance

Shares of TAXM opened at $47.97 on Thursday. BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents has a one year low of $46.89 and a one year high of $51.26. The business has a fifty day moving average of $48.41 and a 200 day moving average of $49.49.

About BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

The BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is actively managed, investing in a portfolio of US dollar-denominated municipal securities and taxable fixed income instruments, aiming to provide attractive after-tax income specifically for Massachusetts residents. TAXM was launched on Mar 13, 2025 and is issued by BondBloxx.