M Holdings Securities Inc. Takes $632,000 Position in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX)

M Holdings Securities Inc. purchased a new position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 12,440 shares of the company’s stock, valued at approximately $632,000.

A number of other hedge funds have also recently added to or reduced their stakes in TAXX. CFS Investment Advisory Services LLC acquired a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the 3rd quarter worth $237,000. Tanager Wealth Management LLP acquired a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF during the second quarter worth about $331,000. Fullcircle Wealth LLC bought a new position in BondBloxx IR+M Tax-Aware Short Duration ETF in the 3rd quarter valued at about $435,000. Catalyst Financial Partners LLC acquired a new position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF in the 3rd quarter valued at approximately $618,000. Finally, BCGM Wealth Management LLC bought a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the 3rd quarter worth approximately $3,217,000.

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

Shares of TAXX opened at $50.56 on Friday. The firm has a 50 day simple moving average of $50.59 and a two-hundred day simple moving average of $50.38. BondBloxx IR+M Tax-Aware Short Duration ETF has a one year low of $49.78 and a one year high of $51.05.

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.