BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX)
ARCA ARCA Primary Summary
TAXX Chart
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.
BondBloxx IR+M Tax-Aware Short Duration ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Katie Smith Delos Wealth Advisors LLC | 133,399 | $6.73M | $6.75M | $12,742.11 | 0.19% |
 Alexander Eichhorn Tanager Wealth Management LLP | 230,239 | $11.65M | $11.65M | -$6,946.52 | -0.06% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 538 | $27,201.28 | $27,214.73 | $13.45 | 0.05% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 55 | $2,780.8 | $2,781.35 | $0.55 | 0.02% |
 Arthur Garcia Atlas Financial Advisors Inc. | 6,592 | $332,039.04 | $333,489.28 | $1,450.24 | 0.44% |
BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX) FAQ
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Has BondBloxx IR+M Tax-Aware Short Duration ETF ever had a stock split?
BondBloxx IR+M Tax-Aware Short Duration ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is an actively managed Exchange-Traded Fund (ETF) that diverges from the traditional approach of attempting to replicate the performance of a predefined index. Instead, it focuses on achieving its investment objectives through a dynamic investment strategy. The fund primarily targers the fixed income market, with an emphasis on investment-grade debt instruments denominated in U.S. dollars. By adopting an active management strategy, the fund seeks to navigate the complexities of the fixed income markets, aiming to provide returns through both interest income and capital appreciation.
Products and Services
- Investment in U.S. Dollar-Denominated Fixed Income Securities
The fund dedicates at least 80% of its total assets (including any borrowings for investment purposes) to U.S. dollar-denominated, investment-grade fixed income debt instruments. This strict adherence to investment-grade securities is designed to manage risk while seeking to provide stable returns. The focus on U.S. dollar-denominated instruments aims to mitigate currency risk for U.S. investors.
- Active Management Strategy
Unlike passively managed funds that track a specific index, this fund leverages an active management approach. The investment team conducts in-depth market analysis, credit risk evaluations, and interest rate forecasting to make informed decisions on the selection of fixed income securities. This active stance allows for the agility to adjust the portfolio in response to changing market conditions, aiming to capitalize on opportunities and manage risk effectively.
- Use of Derivatives
In addition to direct investments in fixed income securities, the fund may also invest indirectly through derivatives. Derivatives, such as futures, options, and swap agreements, are utilized to enhance the fund's returns, manage exposure to various risks, or gain access to certain assets or markets more efficiently. This component of the fund's strategy underscores its commitment to flexibility and innovation in pursuit of investment objectives.
