BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX) Price, Holdings, & News

ETF Overview

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.

Key Stats

• Today's Range: $50.41 to $50.46
• 50-Day Range: $50.34 to $50.66
• 52-Week Range: $49.78 to $51.05
• Volume: 28,149 shs
• Average Volume: 18,054 shs
• Market Capitalization: $53.47 million
• Assets Under Management: $130.39 million
• Dividend Yield: N/A
• Net Expense Ratio: 0.35%
• Aggregate Rating: N/A

TAXX ETF - Frequently Asked Questions

How have TAXX shares performed this year?

BondBloxx IR+M Tax-Aware Short Duration ETF's stock was trading at $50.05 on January 1st, 2024. Since then, TAXX stock has increased by 0.8% and is now trading at $50.44.
View the best growth stocks for 2024 here.

Who are BondBloxx IR+M Tax-Aware Short Duration ETF's major shareholders?

Top institutional investors of BondBloxx IR+M Tax-Aware Short Duration ETF include CWM LLC (18.54%), EP Wealth Advisors LLC (10.03%), BCGM Wealth Management LLC (5.98%) and Tanager Wealth Management LLP (2.74%).

How do I buy shares of BondBloxx IR+M Tax-Aware Short Duration ETF?

Shares of TAXX stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

Fund Details

• Issuer: BondBloxx Investment Management
• Fund Name: BondBloxx IR+M Tax-Aware Short Duration ETF
• Tax Classification: Regulated Investment Company
• Stock Exchange: NYSEARCA
• Current Symbol: NYSEARCA:TAXX
• Inception Date: 3/14/2024
• Fund Manager: Elya Schwartzman
• Web: N/A
• Phone: N/A

Fund Focus

• Asset Class: Fixed Income
• Benchmark: N/A
• Category: Broad Debt
• Focus: Investment Grade
• Development Level: Blended Development
• Region: Global
• Number of Holdings: 269

Fund Statistics

• Assets Under Management: $130.39 million
• Average Daily Volume: $0.00
• Discount/Premium: 0.10%

Administrator, Advisor and Custodian

• Administrator: Brown Brothers Harriman & Co.
• Advisor: BondBloxx Investment Management Corporation
• Custodian: Brown Brothers Harriman & Co.
• Distributor: Foreside Fund Services, LLC
• Transfer Agent: Brown Brothers Harriman & Co.
• Trustee: N/A
• Lead Market Maker: Jane Street

Options

• Optionable: N/A
• Short Interest: 3,700 shs

Miscellaneous

• Outstanding Shares: 1,060,000
• Beta: 0.02
• Creation Unit: 10,000