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Upturn AI SWOT - About
BondBloxx ETF Trust (XCCC)
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Upturn Advisory Summary
09/16/2025: XCCC (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 29.9% | Avg. Invested days 107 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.8 | 52 Weeks Range 33.32 - 38.72 | Updated Date 06/29/2025 |
52 Weeks Range 33.32 - 38.72 | Updated Date 06/29/2025 |
Upturn AI SWOT
BondBloxx ETF Trust
ETF Overview
Overview
BondBloxx ETF Trust offers a suite of ETFs focused on targeted maturity segments of the U.S. corporate bond market, allowing investors to fine-tune their fixed income exposure. The ETFs are designed for investors seeking precise control over the duration and credit quality of their bond portfolios.
Reputation and Reliability
BondBloxx is a relatively new issuer specializing in fixed income ETFs. Their reputation is building based on their targeted approach to bond market access.
Management Expertise
The management team comprises experienced professionals with backgrounds in fixed income portfolio management and ETF structuring.
Investment Objective
Goal
To provide targeted exposure to specific maturity segments of the U.S. corporate bond market.
Investment Approach and Strategy
Strategy: The ETFs track specific indexes designed to represent bonds within defined maturity ranges.
Composition The ETFs primarily hold U.S. dollar-denominated corporate bonds meeting specified credit quality and maturity criteria.
Market Position
Market Share: BondBloxx is a growing ETF issuer in the fixed income space, gaining traction with its targeted maturity strategies.
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 1-3 Year Corporate Bond ETF (CSJ)
Competitive Landscape
The ETF industry is highly competitive. BondBloxx differentiates itself by offering granular maturity-specific bond ETFs, providing investors with greater control over their fixed income duration. Competitors offer broader bond market exposure but lack the precision of BondBloxx's targeted approach. BondBloxx advantages include granular control over maturity, disadvantages include lower AUM.
Financial Performance
Historical Performance: Historical performance data varies depending on the specific BondBloxx ETF being considered. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance should be compared against its specific index benchmark to assess tracking accuracy.
Expense Ratio:
Liquidity
Average Trading Volume
Liquidity can vary across the BondBloxx suite of ETFs, but many of the funds have growing daily trading volumes.
Bid-Ask Spread
The bid-ask spread can fluctuate depending on market conditions and trading volume but are competitive amongst similar ETFs.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth all influence the performance of BondBloxx ETFs.
Growth Trajectory
BondBloxx is focused on expanding its suite of targeted maturity bond ETFs and increasing assets under management. No changes to strategy and holdings are noted.
Moat and Competitive Advantages
Competitive Edge
BondBloxxu2019s targeted maturity strategy offers a competitive edge by allowing investors to precisely control their duration exposure. Their ETFs provide a niche solution for those seeking to ladder bond portfolios or manage interest rate risk with greater precision. This granular approach distinguishes them from broader bond market ETFs. Their focused expertise in fixed income and ETF structuring further supports their competitive position.
Risk Analysis
Volatility
Volatility depends on the specific maturity segment and credit quality of the underlying bonds.
Market Risk
Market risk includes interest rate risk (sensitivity to interest rate changes), credit risk (risk of default), and liquidity risk (difficulty in selling bonds).
Investor Profile
Ideal Investor Profile
Ideal investors include those seeking to implement specific duration strategies, manage interest rate risk, or create bond ladders. This includes institutional investors, financial advisors, and sophisticated individual investors.
Market Risk
Suitable for both long-term investors seeking targeted fixed income exposure and active traders who use bond ETFs for tactical portfolio adjustments.
Summary
BondBloxx ETF Trust offers a suite of ETFs designed for targeted exposure to specific maturity segments of the U.S. corporate bond market. This approach allows investors to fine-tune their fixed income portfolios and manage duration risk with greater precision. While BondBloxx is a relatively new issuer, its specialized focus on targeted maturity ETFs distinguishes it from competitors offering broader bond market exposure. Investors should consider their individual risk tolerance and investment goals before investing in these ETFs. Due to low AUM in some of these funds, investors should use limit orders to avoid slippage.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheets
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data is estimated and may not be exact.
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 | ||
Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) 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.
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.