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TAXMBondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

Get income#1131 of 1640 for Get income

The fund invests, under normal circumstances, at least 80% of its total assets (plus the amount of any borrowings for investment purposes) either directly or indirectly (e.g., through derivatives) in a portfolio of U.S. dollar-denominated, investment-grade fixed income debt instruments.

BondBloxx Investment Management · Since 2025 (1 year)

Annual Cost

0.35%

#1517 out of 5,332 ETFs

Fund Size

$27M

#3876 out of 5,332 ETFs

Dividend Yield

3.45%

Track Record

1 year

#4317 out of 5,332 ETFs

Performance

1 Year

+5.2%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
fixed income
Region
north america
Strategy
index tracking

Asset allocation

Bonds
98.2%
Preferred
1.0%
Cash
0.8%

Risk profile

Volatility (1Y)

2.7%

Moderate

Max drawdown

-3.1%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

4.9 years

Avg maturity

10.5 years

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Data updated on 2026-05-05