Assetmark Inc. Makes New Investment in BondBloxx IR+M Tax-Aware Short Duration ETF $TAXX

Assetmark Inc. acquired a new stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 79,673 shares of the company’s stock, valued at approximately $4,028,000. Assetmark Inc. owned about 1.43% of BondBloxx IR+M Tax-Aware Short Duration ETF at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Raymond James Financial Inc. acquired a new position in BondBloxx IR+M Tax-Aware Short Duration ETF during the second quarter valued at $32,000. Farther Finance Advisors LLC boosted its position in BondBloxx IR+M Tax-Aware Short Duration ETF by 37.4% in the 4th quarter. Farther Finance Advisors LLC now owns 5,515 shares of the company’s stock worth $280,000 after purchasing an additional 1,500 shares in the last quarter. Guild Investment Management Inc. grew its stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 37.5% during the 4th quarter. Guild Investment Management Inc. now owns 5,500 shares of the company’s stock worth $280,000 after purchasing an additional 1,500 shares during the period. Balance Wealth LLC lifted its stake in shares of BondBloxx IR+M Tax-Aware Short Duration ETF by 3.5% in the 1st quarter. Balance Wealth LLC now owns 52,451 shares of the company’s stock valued at $2,652,000 after purchasing an additional 1,774 shares during the period. Finally, One Capital Management LLC grew its position in BondBloxx IR+M Tax-Aware Short Duration ETF by 1.0% during the fourth quarter. One Capital Management LLC now owns 201,934 shares of the company’s stock valued at $10,242,000 after buying an additional 2,077 shares during the period.

BondBloxx IR+M Tax-Aware Short Duration ETF Stock Down 0.1%

TAXX opened at $50.51 on Thursday. BondBloxx IR+M Tax-Aware Short Duration ETF has a fifty-two week low of $50.35 and a fifty-two week high of $51.13. The company has a fifty day moving average of $50.63 and a two-hundred day moving average of $50.71.

BondBloxx IR+M Tax-Aware Short Duration ETF Company 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.