Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
BondBloxx ETF Trust (BBBL)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: BBBL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.28% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 44.76 - 50.11 | Updated Date 06/30/2025 |
52 Weeks Range 44.76 - 50.11 | Updated Date 06/30/2025 |
Upturn AI SWOT
BondBloxx ETF Trust
ETF Overview
Overview
BondBloxx ETF Trust offers a suite of targeted US corporate bond ETFs, focusing on specific credit rating segments and maturity ranges. The strategy aims to provide precise exposure to distinct parts of the credit curve.
Reputation and Reliability
BondBloxx specializes in fixed-income ETFs, with a focus on transparency and targeted exposures. The issuer is relatively new but has quickly gained traction in the bond ETF space.
Management Expertise
The management team possesses significant expertise in fixed-income portfolio management and ETF structuring.
Investment Objective
Goal
The primary investment goal is to provide investors with targeted exposure to specific credit rating segments within the US corporate bond market.
Investment Approach and Strategy
Strategy: The ETFs track customized indexes designed to represent specific credit rating categories and maturity ranges.
Composition The ETFs primarily hold US dollar-denominated corporate bonds within the specified credit rating and maturity parameters.
Market Position
Market Share: BondBloxx ETFs have a growing market share within the targeted credit rating bond ETF sector.
Total Net Assets (AUM): 2000000000
Competitors
Key Competitors
- iShares iBoxx Investment Grade Corporate Bond ETF (LQD)
- Vanguard Total Bond Market ETF (BND)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The competitive landscape is dominated by large, established bond ETF providers. BondBloxx's advantage lies in its highly granular and targeted approach, offering precise exposure that larger, broader ETFs don't provide. The disadvantage is its smaller AUM and brand recognition compared to established players.
Financial Performance
Historical Performance: Historical performance varies depending on the specific BondBloxx ETF, reflecting the performance of the underlying credit rating segment. Data should be checked for each ETF symbol.
Benchmark Comparison: Performance should be compared to relevant credit rating and maturity-specific benchmarks.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The liquidity depends on the specific BondBloxx ETF, with some funds having lower trading volumes than more established bond ETFs.
Bid-Ask Spread
Bid-ask spreads may be wider for BondBloxx ETFs compared to more liquid, broadly held bond ETFs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, credit spreads, and corporate earnings all influence the performance of BondBloxx ETFs.
Growth Trajectory
Growth is tied to increased adoption of targeted fixed-income strategies and the growing demand for precise credit rating exposure.
Moat and Competitive Advantages
Competitive Edge
BondBloxx's competitive edge lies in its granular and targeted approach to fixed-income investing, offering precise exposure to specific credit rating and maturity segments. This allows investors to fine-tune their fixed-income allocations with greater precision than broad-based bond ETFs. The targeted strategy differentiates it from competitors. The firm is growing steadily in AUM.
Risk Analysis
Volatility
Volatility depends on the specific credit rating segment, with lower-rated segments generally exhibiting higher volatility.
Market Risk
Market risk includes interest rate risk, credit spread risk, and liquidity risk, all of which can impact the performance of the underlying corporate bonds.
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated fixed-income investor seeking targeted exposure to specific credit rating segments or those using bond ladders.
Market Risk
These ETFs are suited for active traders or investors looking to implement specific fixed-income strategies rather than passive index followers.
Summary
BondBloxx ETFs provide highly targeted exposure to specific credit rating segments within the US corporate bond market. Its granular approach allows investors to fine-tune fixed-income allocations with greater precision. While relatively new to the ETF space, BondBloxx has shown promising growth and is carving out a niche with its focused fixed-income strategies. Investors should carefully consider liquidity and credit risk associated with the underlying bonds. These are best suited for active fixed-income managers.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made in consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BondBloxx ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to reflect the performance of BBB fixed-rate, taxable U.S. dollar-denominated corporate bonds issued by U.S. and non-U.S. industrial, utility and financial issuers. Under normal circumstances, the fund will invest at least 80% of its net assets either directly or indirectly in a portfolio of U.S. dollar-denominated, investment grade corporate bonds issued by U.S. and non-U.S. corporate issuers rated BBB with remaining maturities of greater than or equal to ten years. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.