TXXI

BondBloxx IR+M Tax-Aware Intermediate Duration ETF

$50.60

+0.00%

Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) seeks to provide current income while maintaining a focus on tax efficiency and intermediate-term bond exposure.

Overview

ETF tracking BondBloxx IR+M Tax-Aware Intermediate Duration ETF

Category Fixed Income

Issuer Other

Inception Date 2025-03-13

Market Cap $13.2M

Average Volume N/A

Dividend Yield 2.20%

52-Week Range $48.64 - $51.10

VWAP $50.69

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) seeks to provide current income while maintaining a focus on tax efficiency and intermediate-term bond exposure.

🎯 Investment Strategy

The ETF invests primarily in a diversified portfolio of investment-grade fixed income securities, with a focus on intermediate-term bonds. The portfolio is actively managed to maintain a tax-efficient structure and target an intermediate duration profile.

✨ Key Features

Actively managed, intermediate-term bond portfolio
Emphasis on tax efficiency to help maximize after-tax returns
Diversified exposure to investment-grade fixed income securities
Targets an intermediate duration profile to balance income and interest rate risk

⚠️ Primary Risks

Interest rate risk: The value of the fund's holdings may decline due to rising interest rates
Credit risk: The fund is exposed to the risk of issuers defaulting on their debt obligations
Liquidity risk: Some bonds held by the fund may be difficult to sell, especially during times of market stress
Tax risk: Changes in tax laws or regulations could impact the fund's tax-efficient structure

👤 Best For

The BondBloxx IR+M Tax-Aware Intermediate Duration ETF may be suitable for investors seeking current income and intermediate-term bond exposure, with a focus on tax efficiency. It may be particularly appealing to investors in higher tax brackets who are looking to maximize their after-tax returns.