TAXX icon

BondBloxx IR+M Tax Aware Short Duration ETF
TAXX

50.41 USD
-0.01
0.02%
At close Jan 8, 4:00 PM EST
1 day
-0.02%
5 days
0.04%
1 month
-0.40%
3 months
-0.22%
6 months
0.56%
Year to date
-0.06%
1 year
0.82%
5 years
0.82%
10 years
0.82%
0
Funds holding %
of 6,810 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

157% more capital invested

Capital invested by funds: $15.9M [Q2] → $40.8M (+$25M) [Q3]

129% more funds holding

Funds holding: 7 [Q2] → 16 (+9) [Q3]

21.26% more ownership

Funds ownership: 25.75% [Q2] → 47.01% (+21.26%) [Q3]

See Fund Rankings

Research analyst outlook

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

See Analyst Rankings

Financial journalist opinion

Neutral
CNBC
4 months ago
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
Neutral
CNBC Television
5 months ago
Money markets, mortgages & active management: New nuances of the bond market
Money markets, mortgages & active management: New nuances of the bond market.
Positive
ETF Trends
6 months ago
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
Neutral
ETF Trends
7 months ago
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.
Positive
ETF Trends
8 months ago
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.
Positive
CNBC
9 months ago
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).
Positive
CNBC Television
9 months ago
Bonds 2.0: new strategies for taxes, floating rates and more
Bonds 2.0: new strategies for taxes, floating rates and more.
See News Rankings
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