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BondBloxx ETF Trust (XBB)



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Upturn Advisory Summary
07/14/2025: XBB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 6.04% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 37.03 - 41.10 | Updated Date 06/29/2025 |
52 Weeks Range 37.03 - 41.10 | Updated Date 06/29/2025 |
Upturn AI SWOT
BondBloxx ETF Trust
ETF Overview
Overview
BondBloxx ETF Trust provides targeted exposure to specific credit ratings and maturity segments of the U.S. corporate bond market, allowing investors to fine-tune their fixed income allocations.
Reputation and Reliability
BondBloxx is a relatively new issuer focused solely on fixed income ETFs, building a reputation for specialization and innovation in the bond ETF space.
Management Expertise
The management team comprises experienced fixed income professionals with expertise in portfolio management and ETF structuring.
Investment Objective
Goal
The primary investment goal is 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 aim to track specific indexes that represent different segments of the U.S. corporate bond market, focusing on maturity and credit quality.
Composition The ETFs hold U.S. dollar-denominated corporate bonds with investment-grade or high-yield ratings, depending on the specific fund.
Market Position
Market Share: BondBloxx ETFs have a growing market share within the corporate bond ETF space, particularly in the targeted maturity and credit rating segments.
Total Net Assets (AUM):
Competitors
Key Competitors
- iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
- Vanguard Total Bond Market ETF (BND)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
- iShares 7-10 Year Treasury Bond ETF (IEF)
- iShares 1-3 Year Treasury Bond ETF (SHY)
Competitive Landscape
The corporate bond ETF market is highly competitive, with major players like iShares, Vanguard, and State Street dominating. BondBloxx differentiates itself by offering highly granular exposure to specific maturity and credit rating segments, which is its advantage. BondBloxx faces the challenge of establishing brand recognition and attracting assets away from established players.
Financial Performance
Historical Performance: Historical performance varies depending on the specific BondBloxx ETF and the performance of the underlying corporate bond market segments.
Benchmark Comparison: Each BondBloxx ETF is benchmarked against a specific index representing its target maturity and credit rating segment. The ETF's performance is compared to this benchmark to assess tracking effectiveness.
Expense Ratio:
Liquidity
Average Trading Volume
Liquidity varies among the different BondBloxx ETFs, with some funds exhibiting higher trading volumes than others, depending on investor interest.
Bid-Ask Spread
The bid-ask spread depends on trading volume and market conditions; ETFs with higher trading volumes typically have tighter spreads.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, credit spreads, and overall market sentiment impact the performance of BondBloxx ETFs.
Growth Trajectory
The growth trajectory depends on the demand for targeted fixed income exposure and the ability of BondBloxx to attract assets by providing granular access to the bond market.
Moat and Competitive Advantages
Competitive Edge
BondBloxx's competitive edge lies in its highly granular approach to corporate bond investing, offering investors precise control over maturity and credit risk. This specialization caters to institutional investors and sophisticated individual investors seeking specific fixed income exposures. The focused nature of these ETFs allows for tailored portfolio construction, differentiating them from broad market bond ETFs. BondBloxx also benefits from being an early mover in offering such granular fixed income products.
Risk Analysis
Volatility
Volatility varies depending on the specific BondBloxx ETF and the volatility of the underlying corporate bond market segments.
Market Risk
Market risk includes interest rate risk (changes in interest rates affecting bond prices), credit risk (risk of issuer default), and liquidity risk (difficulty in selling bonds).
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated individual or institutional investor seeking to fine-tune their fixed income allocations based on specific maturity and credit quality preferences.
Market Risk
BondBloxx ETFs are suitable for investors who want to actively manage their fixed income exposure and have a clear understanding of the risks and rewards associated with specific maturity and credit rating segments.
Summary
BondBloxx ETF Trust provides targeted exposure to specific segments of the U.S. corporate bond market, allowing investors to customize their fixed income portfolios based on maturity and credit risk preferences. Its strength lies in offering granular investment options, catering to those seeking precise control over their bond investments. It distinguishes itself from broad-based bond ETFs by focusing on niche segments. However, success depends on maintaining a competitive expense ratio and trading volume.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- BondBloxx ETF Trust Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. 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 fund will invest at least 80% of its net assets in high-yield, below-investment grade bonds denominated in U.S. dollars of corporate issuers, either directly or indirectly (e.g., through derivatives). It is non-diversified.

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