CFS Investment Advisory Services LLC Has $395,000 Stake in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX)

CFS Investment Advisory Services LLC increased its stake in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) by 68.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 7,849 shares of the company’s stock after purchasing an additional 3,185 shares during the quarter. CFS Investment Advisory Services LLC owned approximately 0.74% of BondBloxx IR+M Tax-Aware Short Duration ETF worth $395,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Guardian Financial Partners LLC boosted its holdings in BondBloxx IR+M Tax-Aware Short Duration ETF by 13.1% during the fourth quarter. Guardian Financial Partners LLC now owns 30,151 shares of the company’s stock valued at $1,519,000 after acquiring an additional 3,493 shares during the period. Delos Wealth Advisors LLC acquired a new position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF during the 3rd quarter worth about $131,000. Orion Portfolio Solutions LLC bought a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF during the 3rd quarter valued at approximately $1,014,000. EP Wealth Advisors LLC acquired a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF in the 3rd quarter valued at approximately $5,400,000. Finally, Jane Street Group LLC bought a new position in BondBloxx IR+M Tax-Aware Short Duration ETF in the 3rd quarter worth approximately $825,000.

BondBloxx IR+M Tax-Aware Short Duration ETF Trading Up 0.0 %

Shares of TAXX stock opened at $50.53 on Friday. BondBloxx IR+M Tax-Aware Short Duration ETF has a 12 month low of $49.78 and a 12 month high of $51.05. The stock has a 50 day moving average of $50.49 and a 200-day moving average of $50.53.

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.