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 (BBBS)
- 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: 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 8.86% | Avg. Invested days 83 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 is an ETF issuer specializing in targeted exposure to different parts of the U.S. corporate bond market, focusing on specific credit ratings and maturities. Their ETFs target distinct segments within the fixed income landscape.
Reputation and Reliability
BondBloxx is a relatively new entrant, but focuses on fixed income ETFs. Their reliability is building with time as their ETFs establish track records.
Management Expertise
BondBloxx is founded by ETF industry veterans, bringing significant expertise in fixed income and ETF management.
Investment Objective
Goal
The primary goal varies by specific BondBloxx ETF but generally aims to provide targeted exposure to specific maturity ranges and credit ratings within the U.S. corporate bond market.
Investment Approach and Strategy
Strategy: BondBloxx ETFs track specific indices designed to represent various segments of the U.S. corporate bond market, sorted by maturity and credit rating.
Composition The ETFs hold U.S. dollar-denominated corporate bonds of varying maturities and credit ratings depending on the fund. No stocks or commodities are held.
Market Position
Market Share: BondBloxx's market share is growing but is smaller relative to larger, established ETF providers like BlackRock and Vanguard.
Total Net Assets (AUM): Varies by ETF but generally, each has under $1 Billion in AUM.
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 ETF industry is highly competitive. BondBloxx differentiates itself by offering granular, targeted exposure. Advantages include precise risk/return customization, but disadvantages involve lower liquidity compared to broad market ETFs. Established competitors have scale advantages and recognition.
Financial Performance
Historical Performance: Historical performance varies significantly based on the specific BondBloxx ETF and the underlying bonds it holds. Data is dependent on the launch date of each individual fund.
Benchmark Comparison: Benchmark comparison is crucial but dependent on the underlying index the ETF tracks.
Expense Ratio: Varies by ETF, typically ranging from 0.05% to 0.10%.
Liquidity
Average Trading Volume
Average trading volume varies but can be lower than larger bond ETFs, especially for niche offerings.
Bid-Ask Spread
Bid-ask spreads may be wider compared to more liquid ETFs, reflecting the relative illiquidity of some corporate bonds.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, credit spreads, and overall market sentiment affect BondBloxx ETFs.
Growth Trajectory
Growth depends on investor demand for targeted fixed income exposure. Strategy remains consistent: niche, specific corporate bond segments.
Moat and Competitive Advantages
Competitive Edge
BondBloxxu2019s competitive edge lies in its focus on granular, targeted exposure within the corporate bond market, allowing investors to precisely tailor their fixed income allocations. This specialized approach caters to sophisticated investors who seek specific risk/return profiles. Their experienced management team lends credibility. They carve a niche by offering ETFs focused on particular credit ratings and maturities, addressing specific needs not fully met by broader bond funds. However, this niche focus also entails less liquidity in general and a smaller market compared to broad-based competitors.
Risk Analysis
Volatility
Volatility varies by ETF, depending on the credit quality and maturity of the bonds held.
Market Risk
Risks include interest rate risk, credit risk (downgrades or defaults), and liquidity risk (especially for less liquid bonds).
Investor Profile
Ideal Investor Profile
Ideal investors are sophisticated and understand fixed income markets, seeking targeted exposure to manage specific risks or express specific investment views.
Market Risk
Best for long-term investors seeking specific fixed income exposures and willing to accept potentially lower liquidity than broad market ETFs.
Summary
BondBloxx ETFs offer targeted exposure to various segments of the U.S. corporate bond market, focusing on maturity and credit rating. Their narrow focus allows precise portfolio customization, attracting sophisticated investors. However, this niche approach results in lower liquidity compared to broad market bond ETFs. Investors should carefully evaluate the specific risks and potential rewards of each fund before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Bloomberg
- BondBloxx ETF Trust website
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial professional.
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.