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Upturn AI SWOT - About
Bondbloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN)
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Upturn Advisory Summary
10/24/2025: XSVN (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 11.84% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 44.83 - 49.93 | Updated Date 06/29/2025 |
52 Weeks Range 44.83 - 49.93 | Updated Date 06/29/2025 |
Upturn AI SWOT
Bondbloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
ETF Overview
Overview
The BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XUTY) seeks to provide investment results that closely correspond to the performance of the Bloomberg Seven Year US Treasury Target Duration Index. It focuses on U.S. Treasury bonds with a target duration of seven years, offering exposure to the intermediate-term segment of the Treasury yield curve.
Reputation and Reliability
BondBloxx is a relatively new issuer focused on fixed-income ETFs. While new, they are backed by experienced professionals in the ETF and fixed-income space.
Management Expertise
The management team has experience in fixed-income portfolio management and ETF structuring.
Investment Objective
Goal
To track the investment results of the Bloomberg Seven Year US Treasury Target Duration Index before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the index by investing in U.S. Treasury securities included in the index.
Composition The ETF holds a portfolio of U.S. Treasury bonds with a target duration of approximately seven years.
Market Position
Market Share: Data unavailable due to the fund's niche and relatively new status.
Total Net Assets (AUM): 29454854
Competitors
Key Competitors
- IEF
- VGIT
- SCHR
Competitive Landscape
The intermediate-term Treasury ETF market is dominated by established players like IEF, VGIT and SCHR. XUTY offers a more precise target duration, potentially appealing to investors with specific duration needs. However, it faces the challenge of attracting assets from these larger, more liquid ETFs.
Financial Performance
Historical Performance: Performance data is limited due to the ETF's recent inception. Review fund fact sheets and financial websites for up-to-date information.
Benchmark Comparison: The ETF's performance should be compared against the Bloomberg Seven Year US Treasury Target Duration Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively low, but adequate for most investors.
Bid-Ask Spread
The bid-ask spread is generally competitive but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and Federal Reserve policy decisions significantly impact the performance of Treasury bond ETFs like XUTY.
Growth Trajectory
Growth depends on the demand for target-duration fixed-income products and BondBloxx's ability to gain market share.
Moat and Competitive Advantages
Competitive Edge
XUTY's competitive advantage lies in its precise target duration of seven years, catering to investors who require specific duration exposure. This targeted approach differs from broader intermediate-term Treasury ETFs. However, the fund must prove performance to establish a firm competitive advantage. The fund is relatively new, so it has to gain investors' trust.
Risk Analysis
Volatility
The ETF's volatility is tied to the volatility of U.S. Treasury bonds, which can fluctuate based on interest rate movements.
Market Risk
The ETF is subject to interest rate risk, meaning its value can decline as interest rates rise.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the seven-year segment of the U.S. Treasury yield curve for portfolio diversification or hedging purposes.
Market Risk
The ETF is suitable for long-term investors or active traders seeking to implement specific interest rate strategies.
Summary
XUTY provides a targeted approach to investing in seven-year U.S. Treasury bonds, appealing to investors with precise duration needs. The ETF's success hinges on its ability to attract assets in a competitive market. Its low expense ratio and targeted duration strategy could attract some investors. Investors must consider the fund's liquidity and interest rate risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BondBloxx ETF Trust Website
- Bloomberg
- YCharts
- ETF.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting 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 - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
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 a portfolio of U.S. Treasury securities that collectively have an average duration of approximately 7 years, 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.