Income Research & Management Purchases New Holdings in BondBloxx IR+M Tax-Aware Intermediate Duration ETF $TXXI

Income Research & Management purchased a new position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF (NYSEARCA:TXXI) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 100,000 shares of the company’s stock, valued at approximately $4,789,000. BondBloxx IR+M Tax-Aware Intermediate Duration ETF makes up about 2.9% of Income Research & Management’s portfolio, making the stock its 20th largest holding. Income Research & Management owned about 12.82% of BondBloxx IR+M Tax-Aware Intermediate Duration ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also modified their holdings of the company. BCGM Wealth Management LLC raised its stake in shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF by 11.9% in the first quarter. BCGM Wealth Management LLC now owns 75,493 shares of the company’s stock valued at $3,787,000 after acquiring an additional 8,028 shares in the last quarter. Citadel Advisors LLC increased its holdings in BondBloxx IR+M Tax-Aware Intermediate Duration ETF by 69.2% during the 2nd quarter. Citadel Advisors LLC now owns 16,521 shares of the company’s stock worth $840,000 after purchasing an additional 6,754 shares during the period. Balance Wealth LLC increased its holdings in BondBloxx IR+M Tax-Aware Intermediate Duration ETF by 52.9% during the 1st quarter. Balance Wealth LLC now owns 14,817 shares of the company’s stock worth $743,000 after purchasing an additional 5,126 shares during the period. Impact Partnership Wealth LLC purchased a new stake in BondBloxx IR+M Tax-Aware Intermediate Duration ETF during the 1st quarter worth about $661,000. Finally, Integrated Wealth Concepts LLC purchased a new stake in BondBloxx IR+M Tax-Aware Intermediate Duration ETF during the 2nd quarter worth about $41,000.

BondBloxx IR+M Tax-Aware Intermediate Duration ETF Stock Down 0.0%

TXXI stock opened at $48.49 on Thursday. The business’s 50-day moving average is $48.93 and its two-hundred day moving average is $49.93. BondBloxx IR+M Tax-Aware Intermediate Duration ETF has a 1 year low of $47.45 and a 1 year high of $55.78.

BondBloxx IR+M Tax-Aware Intermediate Duration ETF Profile

The BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is actively managed, investing in a diversified portfolio of US dollar-denominated municipal and taxable fixed income securities, seeking to provide attractive after-tax income while maintaining capital preservation. TXXI was launched on Mar 13, 2025 and is issued by BondBloxx.