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

AE Wealth Management LLC bought a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXXFree Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 11,967 shares of the company’s stock, valued at approximately $610,000.

Other large investors also recently bought and sold shares of the company. CWM LLC boosted its stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 24.9% in the 3rd quarter. CWM LLC now owns 338,615 shares of the company’s stock valued at $17,263,000 after buying an additional 67,402 shares during the period. Tanager Wealth Management LLP raised its stake in BondBloxx IR+M Tax-Aware Short Duration ETF by 32.6% during the 3rd quarter. Tanager Wealth Management LLP now owns 179,433 shares of the company’s stock valued at $9,147,000 after acquiring an additional 44,084 shares during the last quarter. BCGM Wealth Management LLC boosted its stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 7.4% in the second quarter. BCGM Wealth Management LLC now owns 93,655 shares of the company’s stock valued at $4,781,000 after buying an additional 6,485 shares in the last quarter. Thrivent Financial for Lutherans acquired a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the 2nd quarter valued at approximately $3,431,000. Finally, Balance Wealth LLC increased its position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 2.9% in the third quarter. Balance Wealth LLC now owns 53,745 shares of the company’s stock valued at $2,740,000 after buying an additional 1,523 shares in the last quarter.

BondBloxx IR+M Tax-Aware Short Duration ETF Price Performance

BondBloxx IR+M Tax-Aware Short Duration ETF stock opened at $50.85 on Thursday. 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. The stock has a fifty day moving average of $50.80 and a two-hundred day moving average of $50.83.

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

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

BondBloxx IR+M Tax-Aware Short Duration ETF Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX)

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