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Upturn AI SWOT - About
BondBloxx ETF Trust (BBBS)
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Upturn Advisory Summary
08/14/2025: BBBS (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 7.34% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 47.93 - 51.39 | Updated Date 06/30/2025 |
52 Weeks Range 47.93 - 51.39 | Updated Date 06/30/2025 |
Upturn AI SWOT
BondBloxx ETF Trust
ETF Overview
Overview
BondBloxx ETF Trust offers a suite of targeted exposure to different maturity segments of the US corporate bond market, focusing on credit quality and yield opportunities within specific maturity ranges.
Reputation and Reliability
BondBloxx is a relatively new entrant specializing in fixed-income ETFs, aiming to provide precise and targeted exposure within the bond market.
Management Expertise
BondBloxx is led by experienced fixed income professionals who focus on precise portfolio construction and targeted maturity exposures.
Investment Objective
Goal
The primary investment goal is to provide investors with targeted exposure to specific segments of the US corporate bond market, allowing them to fine-tune their fixed-income allocation based on maturity preferences.
Investment Approach and Strategy
Strategy: BondBloxx ETFs track specific maturity-based sub-indexes of the ICE BofA US Corporate Index.
Composition The ETFs hold primarily US dollar-denominated investment-grade corporate bonds within their defined maturity ranges.
Market Position
Market Share: BondBloxx ETFs have a growing but still relatively small market share compared to larger, established fixed-income ETF providers.
Total Net Assets (AUM):
Competitors
Key Competitors
- LQD
- IEF
- TLT
- AGG
Competitive Landscape
The fixed-income ETF market is highly competitive, dominated by large players like BlackRock (iShares), Vanguard, and State Street. BondBloxx competes by offering a more granular and targeted approach to bond maturity exposure, potentially offering greater control over duration and yield curve positioning compared to broader market ETFs. However, they face the challenge of attracting assets away from these larger, more liquid funds.
Financial Performance
Historical Performance: Performance varies by individual BondBloxx ETF, based on its target maturity. Performance will follow movements of corporate bonds.
Benchmark Comparison: The performance can be compared to relevant maturity-specific corporate bond indices from ICE BofA.
Expense Ratio:
Liquidity
Average Trading Volume
Liquidity varies by individual BondBloxx ETF, but they generally have lower trading volumes compared to the larger fixed-income ETFs.
Bid-Ask Spread
The bid-ask spreads will also vary by ETF, typically wider than more liquid ETFs like LQD.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, credit spreads, and corporate bond issuance all affect BondBloxx ETFs.
Growth Trajectory
Growth depends on investor demand for targeted fixed-income exposure and BondBloxx's ability to differentiate itself in a crowded market.
Moat and Competitive Advantages
Competitive Edge
BondBloxx's primary advantage lies in its highly granular and targeted approach to corporate bond maturity exposure. This allows investors to precisely control their duration and yield curve positioning. This is in contrast to using a single broad market corporate bond ETF. This level of control appeals to sophisticated investors seeking to fine-tune their fixed-income allocation.
Risk Analysis
Volatility
Volatility is dependent on the maturity of the underlying bonds. Longer maturity ETFs will have higher price volatility due to interest rate sensitivity.
Market Risk
Risks include interest rate risk, credit risk (although focused on investment-grade), and liquidity risk, particularly during periods of market stress.
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated fixed-income investor, asset allocator, or portfolio manager who seeks precise control over their corporate bond exposure and wants to fine-tune their portfolio based on maturity and yield curve considerations.
Market Risk
These ETFs are likely more suitable for active traders or sophisticated long-term investors with a strong understanding of fixed-income markets, rather than passive index followers seeking broad market exposure.
Summary
BondBloxx ETFs offer targeted exposure to specific maturity segments of the US corporate bond market. This approach allows investors to manage duration and yield curve exposure more precisely compared to broad market ETFs. The ETFs cater to sophisticated investors seeking to fine-tune their fixed-income allocations. However, they face stiff competition from established ETF providers and require careful consideration of liquidity and trading costs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BondBloxx official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data may be approximate. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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 one year and less than five 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.