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Upturn AI SWOT - About
Bondbloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF)
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Upturn Advisory Summary
08/14/2025: XHLF (1-star) is currently NOT-A-BUY. Pass it for now.
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 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 48.07 - 50.34 | Updated Date 06/29/2025 |
52 Weeks Range 48.07 - 50.34 | Updated Date 06/29/2025 |
Upturn AI SWOT
Bondbloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
ETF Overview
Overview
The BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (ticker: XHLF) seeks to provide investment results that correspond to the performance of the Bloomberg Six Month US Treasury Target Duration Index. It focuses on US Treasury securities with a target duration of six months, aiming to provide a stable income stream and minimize interest rate risk.
Reputation and Reliability
BondBloxx is a relatively new but specialized ETF issuer focused on fixed income strategies, particularly targeting specific parts of the yield curve. They are known for their targeted maturity ETFs.
Management Expertise
BondBloxx's management team has experience in fixed-income investing and ETF management, focusing on precise duration targeting.
Investment Objective
Goal
To track the Bloomberg Six Month US Treasury Target Duration Index, providing exposure to short-term US Treasury securities.
Investment Approach and Strategy
Strategy: The ETF aims to track the Bloomberg Six Month US Treasury Target Duration Index.
Composition The ETF holds US Treasury securities with maturities that maintain a target duration of approximately six months.
Market Position
Market Share: XHLF holds a small market share within the broader US Treasury ETF landscape.
Total Net Assets (AUM): 41000000
Competitors
Key Competitors
- BIL US ETF
- GBIL US ETF
- SGOV US ETF
Competitive Landscape
The short-term Treasury ETF market is competitive, with established players like BIL and SGOV having significantly larger AUM. XHLF differentiates itself through its specific six-month target duration, potentially offering a more precise duration exposure compared to competitors with broader maturity ranges. However, this specialization may limit its appeal to investors seeking broader or more flexible short-term Treasury exposure.
Financial Performance
Historical Performance: Historical performance data is dependent on market conditions. Recent data should be consulted for accurate information.
Benchmark Comparison: The ETF aims to closely track the performance of the Bloomberg Six Month US Treasury Target Duration Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively low, which may result in wider bid-ask spreads.
Bid-Ask Spread
The bid-ask spread can vary based on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Economic indicators like inflation, interest rate policies by the Federal Reserve, and overall market sentiment significantly influence the performance of XHLF.
Growth Trajectory
XHLF's growth is tied to investor demand for short-term, targeted-duration Treasury exposure. Changes in interest rate expectations and risk appetite can affect its growth.
Moat and Competitive Advantages
Competitive Edge
XHLF's competitive advantage lies in its precise six-month target duration, catering to investors seeking very specific short-term Treasury exposure. This niche focus allows for granular control over interest rate risk compared to broader short-term Treasury ETFs. However, this specialization also limits its appeal to investors seeking more diversified or flexible options. The low expense ratio is also a competitive advantage.
Risk Analysis
Volatility
As a short-term Treasury ETF, XHLF exhibits relatively low volatility compared to equities or longer-duration bonds.
Market Risk
The primary market risk is interest rate risk, although the short duration mitigates this risk. Rising interest rates can negatively impact the ETF's price, but the impact is typically smaller than with longer-duration bonds.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking a highly liquid, low-risk, short-term investment with a specific target duration. Suitable for those looking to manage cash reserves or implement short-term fixed-income strategies.
Market Risk
XHLF is best suited for short-term investors, cash management strategies, or those looking for low-risk, liquid exposure to US Treasuries.
Summary
The BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) offers targeted exposure to short-term US Treasury securities with a precise six-month duration. It's a low-risk option suitable for cash management or short-term fixed-income strategies. Its precise duration targeting is a differentiator, but its smaller AUM and trading volume compared to larger competitors should be considered. Investors should monitor interest rate movements and liquidity when considering this ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Bloomberg
- BondBloxx Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making investment decisions. Market data is subject to change.
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 - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
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 (plus the amount of any borrowings for investment purposes) in a portfolio of U.S. Treasury securities that collectively have an average duration of approximately 6 months, either directly or indirectly (e.g., through derivatives). The index is comprised of certain U.S. Treasury notes and bonds that are included in the Bloomberg US Treasury Index. 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.