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Upturn AI SWOT - About
Bondbloxx ETF Trust - BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE)
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Upturn Advisory Summary
10/24/2025: XTRE (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 8.36% | Avg. Invested days 84 | 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 46.73 - 49.95 | Updated Date 06/29/2025 |
52 Weeks Range 46.73 - 49.95 | Updated Date 06/29/2025 |
Upturn AI SWOT
Bondbloxx ETF Trust - BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
ETF Overview
Overview
The BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XT3Y) seeks to track the investment results of the Bloomberg US Treasury 3 Year Target Duration Index, providing exposure to U.S. Treasury bonds with a target duration of three years.
Reputation and Reliability
BondBloxx is a relatively new but focused issuer specializing in fixed income ETFs, aiming to provide granular and targeted exposure. Their reputation is growing within the fixed income ETF space.
Management Expertise
The management team at BondBloxx has experience in fixed income markets and ETF management, focusing on precise tracking and efficient trading.
Investment Objective
Goal
To track the investment results of the Bloomberg US Treasury 3 Year Target Duration Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Bloomberg US Treasury 3 Year Target Duration Index.
Composition The ETF holds U.S. Treasury bonds with maturities generally around the three-year mark.
Market Position
Market Share: XT3Y's market share is relatively small compared to larger, more established Treasury ETFs.
Total Net Assets (AUM): 53874939
Competitors
Key Competitors
- IEI
- SCHR
- VGIT
Competitive Landscape
The competitive landscape is dominated by larger, more liquid Treasury ETFs from established issuers like iShares, Schwab, and Vanguard. XT3Y offers a more targeted duration exposure, which can be an advantage for investors with specific duration preferences, but faces challenges in gaining market share due to its smaller size and lower liquidity.
Financial Performance
Historical Performance: Historical performance will vary based on interest rate movements. Returns are generally modest and correlated with Treasury yields.
Benchmark Comparison: The ETF aims to closely track the Bloomberg US Treasury 3 Year Target Duration Index. Deviations should be minimal.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
Average trading volume is moderate, potentially leading to wider bid-ask spreads compared to larger, more liquid Treasury ETFs.
Bid-Ask Spread
The bid-ask spread can vary but may be wider than more liquid Treasury ETFs due to its lower trading volume.
Market Dynamics
Market Environment Factors
Economic indicators like inflation, GDP growth, and Federal Reserve policy heavily influence Treasury yields and therefore impact XT3Y's performance.
Growth Trajectory
XT3Y's growth is tied to investor demand for targeted duration Treasury exposure. Changes in interest rate expectations can drive inflows and outflows.
Moat and Competitive Advantages
Competitive Edge
XT3Y's competitive advantage lies in its precise three-year target duration, which offers investors a specific tool for managing interest rate risk. This targeted approach may appeal to investors who want to fine-tune their fixed-income portfolio's duration. The low expense ratio also enhances its appeal. However, its smaller size and liquidity may deter some investors compared to larger ETFs.
Risk Analysis
Volatility
Volatility is generally low, reflecting the stability of U.S. Treasury bonds. However, interest rate fluctuations can impact price.
Market Risk
The primary market risk is interest rate risk. Rising interest rates will generally cause the ETF's value to decline.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks a specific duration target in U.S. Treasury bonds, who is not concerned about liquidity and who want granular exposure to a particular part of the yield curve.
Market Risk
The ETF is suitable for investors seeking targeted fixed income exposure and duration control, especially those implementing laddering strategies.
Summary
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XT3Y) offers targeted exposure to U.S. Treasury bonds with a three-year duration. It is a low-cost option for investors seeking to fine-tune their fixed-income portfolio's interest rate sensitivity. However, its relatively small size and lower liquidity compared to larger competitors are important considerations. XT3Y is best suited for investors with a specific duration mandate rather than those looking for broad Treasury exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Bloomberg
- BondBloxx ETF Trust - BondBloxx Bloomberg Three Year Target Duration US Treasury ETF Fact Sheet
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Market conditions can change rapidly, and past performance is not indicative of future results.
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 Three 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 3 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.