BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
Market cap $86.5M

50.59 USD

+0.00

0.00%

At close Oct 21, 4:00 PM EDT

1 day

0.00%

5 days

-0.08%

1 month

-0.37%

3 months

0.46%

6 months

1.34%

Year to date

1.18%

1 year

1.18%

5 years

1.18%

0

Funds holding %

of 6,740 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

154% more capital invested

Capital invested by funds: $6.24M [Q1] → $15.9M (+$9.64M) [Q2]

133% more funds holding

Funds holding: 3 [Q1] → 7 (+4) [Q2]

1.38% less ownership

Funds ownership: 27.13% [Q1] → 25.75% (-1.38%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for TAXX.

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Financial journalist opinion

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.

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.

Exploring the Merits of Municipal Bonds

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.

Maximize After-Tax Income With TAXX

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).

New ETF looks to profit from municipal bonds

CNBC Television

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

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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