What is the expense ratio of TAXM?

Expense ratio data for TAXM is shown on the page when available from our data provider.

What are the largest holdings in TAXM?

Top holdings include USD, NET OTHER ASSETS, MASSACHUSETTS ST D 5% 07/01/31, MASSACHUSETTS ST D 5% 12/01/36, MASSACHUSETTS S 5.25% 07/01/56.

How can PortView analyze TAXM overlap with other ETFs?

PortView computes the holdings overlap between TAXM and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) ETF Holdings & Analysis

ETFOther

$48.62+0.06%

1-year price historyRange $47.09 – $51.08

52-week range$48.62

$46.89$51.26

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What TAXM does

Under typical conditions, this fund dedicates a minimum of 80% of its overall holdings – which encompasses both its own assets and any capital leveraged for investment purposes – to high-quality, U.S. dollar-denominated fixed-income debt securities. These investments are made either directly or indirectly, potentially through the use of derivative instruments.

Fund profile

Top holdings

	Holding	Weight
	CASHUSD	3.04%
	NET OTHER ASSETS	2.50%
	MASSACHUSETTS ST D 5% 07/01/31	2.06%
	MASSACHUSETTS ST D 5% 12/01/36	2.04%
	MASSACHUSETTS S 5.25% 07/01/56	1.92%
	HAYS TX CONSOL IND 5% 08/15/51	1.87%
	DOUGLAS CNTY G 4.375% 09/01/36	1.85%
	GTR FALL RIVER MA 5% 06/01/55	1.83%
	EAST LONGMEADOW MA 5% 10/15/45	1.82%
	MASSACHUSETTS ST D 5% 01/01/33	1.79%

Geographic allocation

United States

102.64%

PortView Portfolio Insights

PortView analyzes how TAXM fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Frequently asked questions

What does TAXM track?: TAXM is the BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents, a Other ETF.
What is the expense ratio of TAXM?: Expense ratio data for TAXM is shown on the page when available from our data provider.
What are the largest holdings in TAXM?: Top holdings include USD, NET OTHER ASSETS, MASSACHUSETTS ST D 5% 07/01/31, MASSACHUSETTS ST D 5% 12/01/36, MASSACHUSETTS S 5.25% 07/01/56.
How can PortView analyze TAXM overlap with other ETFs?: PortView computes the holdings overlap between TAXM and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.