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 $41.3M 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 0.11%. The 1-year return is 3.69%. TAXM dividend yield stands at 3.30%, paid monthly.
TAXM top holdings include Massachusetts St Dev Fin Agy R 5% 07/01/2031 (2.1%), Massachusetts Port Authority 5.25 07/01/2056 (2.0%), Hays Consolidated Independent School District 5 08/15/2051 (1.9%), Douglas Cnty G 4.375% 09/01/36 (1.9%), Gtr Fall River Ma 5% 06/01/55 (1.9%). 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.