BondBloxx IR+M Tax Aware Short Duration ETF

TAXX

Market cap $196M

Overview Fund Activity

51.00 USD

+0.05

0.1%

At close Updated Sep 15, 4:00 PM EDT

1 day

0.1%

5 days

0.14%

1 month

0.35%

3 months

0.89%

6 months

0.89%

Year to date

1.11%

1 year

0.49%

5 years

2%

10 years

2%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

23% more funds holding

Funds holding: 26 [Q1] → 32 (+6) [Q2]

8% more capital invested

Capital invested by funds: $87.9M [Q1] → $95.1M (+$7.18M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

2.82% less ownership

Funds ownership: 56.83% [Q1] → 54.01% (-2.82%) [Q2]

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Financial journalist opinion

Forget Growth: 5 Big Safe Yields Worth Considering

The stock market has been ugly (particularly growth stocks), and it could get much worse. Thankfully, however, there is another way. Income investing focuses on big, steady dividend and interest payments, thereby allowing investors to worry far less about price volatility (as long as those big income payments keep coming in). This report shares 5 big safe yield strategies (including a variety of top income ideas), and then concludes with an important takeaway about succeeding in this market.

Forget Growth: 5 Big Safe Yields Worth Considering

How bond experts recommend positioning for lower interest rates

With the Federal Reserve signaling it could cut rates as soon as September, investors may want to start adjusting their fixed income strategies now.

How bond experts recommend positioning for lower interest rates

CNBC Television

Money markets, mortgages & active management: New nuances of the bond market

Money markets, mortgages & active management: New nuances of the bond market.

TAXX Brings Both Diversification and After-Tax Benefits

Savvy investors can think outside the box to lock in returns that many in the market may be missing. One way to stand out would be to utilize after-tax income.

TAXX Brings Both Diversification and After-Tax Benefits

Exploring the Merits of Municipal Bonds

While many bond options struggled in April, short-term municipal bonds (munis) emerged relatively unscathed. BondBloxx analysis found that short-term munis saw total return drop by 0.1% in April.

Maximize After-Tax Income With TAXX

Investors are continuing to use fixed income to provide good portfolio results. BondBloxx analysis reported that most fixed income sectors saw positive returns in March.

New ETF looks to profit from municipal bonds

BondBloxx aims to maximize after-tax returns with its new ETF, the IR+M Tax-Aware Short Duration ETF (TAXX).

CNBC Television

Bonds 2.0: new strategies for taxes, floating rates and more

Bonds 2.0: new strategies for taxes, floating rates and more.

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