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

CFS Investment Advisory Services LLC grew its position in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX) by 68.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,849 shares of the company’s stock after purchasing an additional 3,185 shares during the period. CFS Investment Advisory Services LLC’s holdings in BondBloxx IR+M Tax-Aware Short Duration ETF were worth $395,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in TAXX. Delos Wealth Advisors LLC bought a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF during the 3rd quarter worth approximately $131,000. Fullcircle Wealth LLC acquired a new position in BondBloxx IR+M Tax-Aware Short Duration ETF during the 3rd quarter worth about $435,000. Catalyst Financial Partners LLC bought a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF during the 3rd quarter worth about $618,000. M Holdings Securities Inc. acquired a new stake in BondBloxx IR+M Tax-Aware Short Duration ETF in the 3rd quarter valued at about $632,000. Finally, Jane Street Group LLC bought a new position in shares of BondBloxx IR+M Tax-Aware Short Duration ETF in the third quarter worth about $825,000.

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

TAXX opened at $50.53 on Friday. The company’s 50 day simple moving average is $50.49 and its 200-day simple moving average is $50.53. 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.