XFIV

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF

$49.54

+0.00%

Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) seeks to track the performance of a portfolio of US Treasury securities with an average maturity of approximately five years.

Overview

ETF tracking BondBloxx Bloomberg Five Year Target Duration US Treasury ETF

Category Fixed Income

Issuer Other

Inception Date 2022-09-15

Market Cap $221.9M

Average Volume N/A

Dividend Yield 3.44%

52-Week Range $47.45 - $49.99

VWAP $49.54

Performance

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Investment Summary

📎 Investment Objective

The BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) seeks to track the performance of a portfolio of US Treasury securities with an average maturity of approximately five years.

🎯 Investment Strategy

The ETF invests in a diversified portfolio of US Treasury bonds and notes with the goal of maintaining an average duration of around five years. The fund seeks to replicate the performance of the Bloomberg US Treasury 5 Year Index, which measures the performance of US Treasury securities with remaining maturities between four and six years.

✨ Key Features

Exposure to US Treasury securities with an average maturity of approximately five years
Seeks to provide stability and income through investment-grade fixed income exposure
Low-cost, passively managed fund with a 0.00% expense ratio
Potential for reduced interest rate risk compared to longer-duration Treasury funds

⚠️ Primary Risks

Interest rate risk: The fund's value may decline due to rising interest rates
Credit risk: The risk of default or downgrade of US Treasury securities
Liquidity risk: The fund may experience reduced liquidity during times of market stress
Tracking error risk: The fund may not perfectly track its underlying index

👤 Best For

This ETF may be suitable for investors seeking stable, investment-grade fixed income exposure with a moderate duration profile. It could be a useful component of a diversified portfolio, particularly for investors with a medium-term investment horizon and a moderate risk tolerance.