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Upturn AI SWOT - About
Bondbloxx ETF Trust - BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY)
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Upturn Advisory Summary
08/14/2025: XTWY (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 1.89% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 35.89 - 48.23 | Updated Date 06/29/2025 |
52 Weeks Range 35.89 - 48.23 | Updated Date 06/29/2025 |
Upturn AI SWOT
Bondbloxx ETF Trust - BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
ETF Overview
Overview
The BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF seeks to track the investment results of the Bloomberg Twenty Year Target Duration US Treasury Index, providing exposure to U.S. Treasury securities with a target duration of approximately 20 years. It focuses solely on U.S. Treasury bonds, offering a targeted duration investment strategy.
Reputation and Reliability
BondBloxx is a relatively new ETF issuer focused on fixed-income ETFs. Their reputation is building, but they lack the long track record of established players.
Management Expertise
The management team consists of experienced fixed-income professionals.
Investment Objective
Goal
To track the investment results of the Bloomberg Twenty Year Target Duration US Treasury Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Bloomberg Twenty Year Target Duration US Treasury Index, which measures the performance of U.S. Treasury securities with a target duration of approximately 20 years.
Composition The ETF holds U.S. Treasury bonds.
Market Position
Market Share: BondBloxx is a smaller player in the broader treasury ETF market, holding a relatively small market share.
Total Net Assets (AUM): 349448200
Competitors
Key Competitors
- iShares 20+ Year Treasury Bond ETF (TLT)
- Vanguard Long-Term Treasury ETF (VGLT)
- SPDR Portfolio Long Term Treasury ETF (SPTL)
Competitive Landscape
The long-term Treasury ETF market is dominated by iShares and Vanguard. UTWY is a niche player offering a more specific duration target, which might appeal to investors with precise duration needs. However, it faces stiff competition in terms of brand recognition and AUM.
Financial Performance
Historical Performance: Historical performance data needs to be acquired from financial data providers.
Benchmark Comparison: Performance compared to the Bloomberg Twenty Year Target Duration US Treasury Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which could affect the ease of trading large positions.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the liquidity of the underlying Treasury market.
Market Dynamics
Market Environment Factors
Economic indicators like inflation, interest rate movements by the Federal Reserve, and overall investor sentiment towards fixed income markets affect UTWY.
Growth Trajectory
Growth is tied to investor demand for specific duration exposure in U.S. Treasuries. Changes in interest rate expectations and macroeconomic conditions influence the ETF's growth.
Moat and Competitive Advantages
Competitive Edge
UTWY's competitive edge lies in its precise 20-year target duration, offering a more specific duration profile than broader long-term Treasury ETFs. This allows investors to fine-tune their portfolio's interest rate sensitivity. However, this targeted approach may limit its appeal to investors seeking broader exposure. BondBloxx also provides access to this duration target in a cost-effective manner with a low expense ratio.
Risk Analysis
Volatility
The ETF's volatility is influenced by interest rate fluctuations. Long-term Treasury bonds are generally more sensitive to interest rate changes.
Market Risk
The primary risk is interest rate risk. Rising interest rates will negatively impact the ETF's price. Credit risk is minimal due to the U.S. Treasury backing.
Investor Profile
Ideal Investor Profile
Investors seeking specific duration exposure to U.S. Treasury bonds to manage interest rate risk in their portfolios.
Market Risk
Suitable for long-term investors and those who want to actively manage duration in a portfolio.
Summary
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF provides targeted exposure to U.S. Treasury bonds with a 20-year duration. This ETF offers investors a tool for precise interest rate risk management within a fixed-income portfolio. While it is a smaller player in the treasury ETF space, its expense ratio is competitive. The ETF's performance is highly dependent on interest rate movements, making it suitable for investors with a view on future rate changes. Due to it's focused duration, it may not be suitable for broad, diversified fixed-income exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Bloomberg
- BondBloxx ETFs Website
- ETF.com
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Twenty Year Target Duration US Treasury ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is comprised of certain U.S. Treasury notes and bonds that are included in the Bloomberg US Treasury Index, along with principal only U.S. Treasury STRIPS. Under normal circumstances, the fund will invest at least 80% of its net assets in a portfolio of U.S. Treasury securities that collectively have an average duration of approximately 20 years, either directly or indirectly. 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.