TAXM ETF
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
TAXM ETF Overview
TAXM ETF (BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents) is managed by BondBloxx with $39.9M in net assets. TAXM expense ratio is 0.35%, holding 162 positions across sectors including Financials, Utilities, Industrials. Inception date: 2025-03-13.
TAXM performance shows a YTD return of -3.73%. The 1-year return is -2.43%. TAXM dividend yield stands at 3.43%, paid monthly.
TAXM top holdings include Massachusetts St Dev Fin Agy R 5% 07/01/2031 (2.0%), Massachusetts St Dev Fin Agy R Masdev 12/36 Fixed 5 5% 12/01/2036 (2.0%), Massachusetts Port Authority 5.25 07/01/2056 (1.9%), Hays Consolidated Independent School District 5 08/15/2051 (1.9%), Douglas Cnty Ga Hsg Auth Mf Re Doumfh 09/36 Fixed 4.375 4.375 2036-09-01 (1.8%). Go to all TAXM holdings, TAXM sectors, or TAXM dividends.
TAXM can be compared against other funds. Use TAXM overlap to find shared positions, or TAXM vs another fund for a side-by-side view. TAXM alternatives are available via the screener, along with tax-loss harvesting opportunities.