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TAXX

BondBloxx IR+M Tax-Aware Short Duration ETF
1W: -0.3% 1M: -0.7% 3M: -0.1% YTD: +0.2% 1Y: +2.8%
$50.52
+0.00 (+0.01%)
After Hours: $49.32 (-1.20, -2.38%)
ETF AMEX · AUM $278.4M
ETF-Level Metrics
AUM$278M
Holdings6
Top 10 Wt0.5%
Beta0.07
% Profitable1%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

5 sectors
Sector # Holdings Total Weight % Avg P/E
Other 314 99.7%
Financial Services 1 0.1% 8.0
Consumer Cyclical 1 0.1% 16.5
Industrials 1 0.1% 21.5
Communication Services 1 0.0% 5.6

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 318 holdings · Page 1 of 7
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 SOUTHEAST ENERGY A 5% 10/01/30 Private 1.98% $5.5M 4,995,000
2 NEW YORK CITY NY T 5% 07/15/34 Private 1.68% $4.7M 4,505,000
3 CASHUSD Cash 1.43% $4.0M 3,983,171
4 TEXAS ST MUNI GAS V/R 01/01/54 Private 1.36% $3.8M 3,500,000
5 PHOENIX AZ INDL D V/R 02/01/59 Private 1.31% $3.6M 3,600,000
6 RUTHERFORD CNTY T V/R 11/15/48 Private 1.25% $3.5M 3,145,000
7 ATLANTA GA URBAN V/R 12/01/29 Private 1.24% $3.5M 3,400,000
8 INDIANA ST FIN AU V/R 10/01/64 Private 1.17% $3.2M 2,950,000
9 RHODE ISLAND COMME 5% 06/15/31 Private 1.11% $3.1M 3,030,000
10 HARRIS CNTY TX MUN 4% 03/01/32 Private 1.10% $3.1M 3,000,000
11 KING CNTY WA SCH D 4% 12/01/31 Private 1.03% $2.9M 2,830,000
12 COOK CNTY IL 5% 11/15/35 Private 1.00% $2.8M 2,700,000
13 NEW YORK CITY NY T 5% 02/01/36 Private 0.87% $2.4M 2,360,000
14 MAIN STREET NATUR V/R 09/01/52 Private 0.86% $2.4M 2,300,000
15 DENTON TX INDEP S V/R 08/15/55 Private 0.86% $2.4M 2,255,000
16 HOUSTON TX ARPT SY 5% 07/01/31 Private 0.77% $2.1M 2,000,000
17 WISCONSIN ST 5% 05/01/28 Private 0.76% $2.1M 1,950,000
18 NORTH BROWARD FL H 5% 01/01/32 Private 0.74% $2.0M 1,950,000
19 SOUTHEAST ENERGY V/R 01/01/53 Private 0.73% $2.0M 1,850,000
20 JACKSON CNTY MO CO 4% 03/01/31 Private 0.71% $2.0M 1,955,000
21 SAN ANTONIO TX EL V/R 02/01/55 Private 0.69% $1.9M 1,900,000
22 INDIANA ST FIN AU V/R 10/01/60 Private 0.69% $1.9M 1,725,000
23 SEATTLE WA DRAIN & 4% 07/01/36 Private 0.69% $1.9M 1,880,000
24 UNIV OK REVENUES 5% 07/01/29 Private 0.68% $1.9M 1,850,000
25 FLORIDA ST TURNPIK 5% 07/01/28 Private 0.68% $1.9M 1,860,000
26 NEW YORK CITY NY T 5% 11/01/31 Private 0.63% $1.7M 1,670,000
27 SOUTH CAROLINA ST V/R 11/01/55 Private 0.63% $1.7M 1,565,000
28 BALTIMORE CNTY MD 5% 03/01/32 Private 0.60% $1.7M 1,575,000
29 LEE CNTY FL SCH BR 5% 08/01/32 Private 0.58% $1.6M 1,575,000
30 WISCONSIN ST HSG V/R 11/01/56 Private 0.58% $1.6M 1,600,000
31 MAIN STREET NATUR V/R 06/01/53 Private 0.58% $1.6M 1,500,000
32 TENNESSEE ST 5% 02/01/35 Private 0.57% $1.6M 1,500,000
33 MAINE ST HSG AU 3.15% 11/15/31 Private 0.57% $1.6M 1,565,000
34 SALES TAX SECURITI 5% 01/01/34 Private 0.56% $1.6M 1,450,000
35 OKLAHOMA ST HSG F V/R 10/01/47 Private 0.55% $1.5M 1,500,000
36 LANSING MI SCH DIS 5% 05/01/31 Private 0.55% $1.5M 1,500,000
37 CIFC 2018-4A AR V/R 01/17/38 Private 0.54% $1.5M 1,500,000
38 SAN ANTONIO TX EL V/R 02/01/55 Private 0.54% $1.5M 1,500,000
39 KING & PIERCE CNTY 4% 12/01/30 Private 0.53% $1.5M 1,440,000
40 ORLANDO FL TOURIST 5% 11/01/33 Private 0.53% $1.5M 1,400,000
41 TEXAS ST MUNI GAS 5% 01/01/28 Private 0.51% $1.4M 1,350,000
42 CLACKAMAS CNTY OR 4% 06/15/32 Private 0.51% $1.4M 1,400,000
43 MINNEAPOLIS MN SPL 5% 02/01/31 Private 0.51% $1.4M 1,370,000
44 HAWAII ST 4% 10/01/32 Private 0.50% $1.4M 1,350,000
45 WFCM 2026-1250B V/R 03/10/29 Private 0.50% $1.4M 1,400,000
46 DALLAS TX INDEP S V/R 02/15/55 Private 0.50% $1.4M 1,300,000
47 BX 2025-VOLT A V/R 12/15/27 Private 0.50% $1.4M 1,395,000
48 NEW YORK NY 5% 03/01/37 Private 0.49% $1.4M 1,300,000
49 HAYS TX CONSOL IND 4% 02/15/34 Private 0.48% $1.3M 1,300,000
50 LEGACY DENTON PUB V/R 11/01/43 Private 0.48% $1.3M 1,300,000
1 2 3 ... 7 Next →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms