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BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
TAXM performance and flow charts
Performance
Flows
Historic performance and flows
Data as of April 22, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +0.99% | +0.63% | +1.02% | +7.25% | ||
| Flows | +$4M | +$10M | +$10M | +$24M | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Bondbloxx Investment Management LLC |
| N° of holdings | 0 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | March 12, 2025 |
| ESG | No |
More data and info about TAXM on Trackinsight
Exposure
Data as of January 1, 1970Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +2.65% | +2.12% | ||
Max drawdown | -2.52% | -2.52% | ||
Max drawdown duration | 52d | 52d | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
What type of ETF is TAXM?
TAXM is a Active ETF that provides exposure to Fixed Income assets. It is managed by Bondbloxx Investment Management LLC.
What does TAXM invest in?
This ETF provides exposure to US Investment Grade Aggregate Bonds. It is part of the segment: US Aggregate Bonds.
What is the expense ratio of TAXM?
The total expense ratio (TER) of TAXM is 0.35%, representing the annual fee charged by the fund manager.
When was TAXM launched?
TAXM was launched on March 12, 2025, marking its entry into the ETF market.
Who is the issuer of TAXM?
TAXM is issued by Bondbloxx Investment Management LLC.
What is the AUM of TAXM?
As of April 22, 2026, TAXM manages $30.66 M, reflecting the total assets held in the fund.
How has TAXM performed recently?
As of April 22, 2026, TAXM delivered a return of 0.99% over the past month (1M performance), 0.63% over the past three months (3M), and 1.02% year-to-date (YTD).
What are the recent fund flows for TAXM?
As of April 22, 2026, TAXM has seen net flows of +$4M in the past month (1M flow) and +$10M year-to-date (YTD).
Does TAXM pay dividends?
As of April 22, 2026, TAXM has a trailing 12-month distribution yield of 3.58%.
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