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BondBloxx ETF Trust (XBB)

Upturn stock ratingUpturn stock rating
$40.77
Last Close (24-hour delay)
Profit since last BUY1.19%
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Consider higher Upturn Star rating
BUY since 28 days
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Upturn Advisory Summary

07/14/2025: XBB (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 6.04%
Avg. Invested days 57
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/14/2025

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

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BondBloxx ETF Trust

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo Management Expertise

The management team comprises experienced fixed income professionals with expertise in portfolio management and ETF structuring.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.