What is the TAXX ETF?

BBLX IRM TAX-AWARE S DUR ETF (TAXX) offers a tax-efficient approach to investing in short-duration fixed income, aiming to preserve capital while providing competitive yields.

Will the TAXX ETF go up?

According to Danelfin AI, the TAXX ETF has today an AI Score of 4/10 (Hold rating), because its probability of beating the ETF universe in 3 months (61.09%) is -1.49% vs. the average probability (62.59%) of all US-listed ETFs.

Is it a good time to buy, sell, or hold the TAXX ETF right now?

The TAXX ETF has today a Hold rating (AI Score 4/10), according to Danelfin AI. Its probability of beating the ETF universe in 3 months (61.09%) is -1.49% vs. the average probability (62.59%) of all US-listed ETFs, based on our AI-powered analysis.

Is the TAXX ETF overbought?

The Danelfin AI Technical Score for TAXX ETF is 6/10, which is a Hold based solely on technical indicators.

What was the price range of the TAXX ETF over the past 12 months?

The TAXX ETF price range over the past 12 months has been $50.48 - $51.09.

What is going on with the TAXX ETF in the last 3 months?

The TAXX ETF performance in the last quarter has been +0.16%.

Does the TAXX ETF offer dividend payments?

Yes, the TAXX ETF dividend yield is 2.97%.

What is the AUM of the TAXX ETF?

The TAXX ETF has 295.6M in total assets under management (AUM).

How much does it cost to invest in the TAXX ETF?

The TAXX ETF total expense ratio is 0.35%.

BondBloxx IR+M Tax-Aware Short Duration ETF TAXX ETF AI-powered analysis

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TAXX AI-Powered ETFs Analysis

AI Score Explanation

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AI Score

Hold

BBLX IRM TAX-AWARE S DUR ETF (TAXX) has a AI Score of 4/10 (Hold) because, according to an overall analysis, it has a probability advantage of -1.49% of beating the ETF universe (an equal-weight index of all US-listed ETFs) in the next 3 months. This advantage is calculated as the difference between the average probability of any US-listed ETF (62.59%) and the probability of TAXX (61.09%) of outperforming the ETF universe in the next 3 months, as determined by Danelfin AI's comprehensive analysis.

Average probability of any US-listed ETF of beating the ETF universe (3M)62.59%
TAXX probability advantage of beating the ETF universe (3M)-1.49%
TAXX probability of beating the ETF universe (3M)61.09%

TAXX probability advantage of beating the ETF universe (3M): -1.49%

The AI-powered overall analysis of BBLX IRM TAX-AWARE S DUR ETF (TAXX) is based on the 31 fundamental, technical, and sentiment features that had the greatest impact on ETF performance during the last 12 months (alpha signals). These alpha signals explain the probability advantage of TAXX:

Type	Alpha Signal	Current Value	Value Decile Position	Probability Advantage Impact (3M)
Sentiment	ETF Investment Segment	-	N/A	-2.59%
Technical	Alpha 3M	-0.14%	N/A	+0.93%
Sentiment	ETF Issuer	-	N/A	-0.89%
Technical	Chart Pattern (180d)	figure_111	N/A	+0.89%
Technical	Alpha YTD	-0.09%		+0.74%
Fundamental	ETF Expense Ratio	0.35		+0.68%
Technical	Rate of Change Ratio (ROCR, 180d)	0.99%		+0.63%
Technical	Technicals Impact (Long Tail)	-	N/A	-0.55%
Fundamental	Flows to AUM YTD	21.21%		+0.51%
Technical	Deca-Chart Pattern (60d)	figure_5	N/A	+0.49%
Sentiment	Upgrade to unlock			-0.48%
Sentiment	Upgrade to unlock			-0.46%
Technical	Upgrade to unlock			-0.46%
Technical	Upgrade to unlock			+0.45%
Technical	Upgrade to unlock			-0.44%

Rest of Alpha Signals: -0.93%

TAXX probability advantage of beating the ETF universe (3M)Total:-1.49%
TAXX AI Score

Significant changes Vs previous day

TAXX Trading Parameters

These suggested trading parameters for a 3-month horizon help improve risk management and decision-making.

Entry:$50.63
Horizon: 3 months
Stop Loss:$XXXXXPro (XXXXXPro) or AI Score < 4/10
Take Profit:$XXXXXPro (XXXXX
Pro
) or AI Score < 4/10

TAXX Proven Hold Signal & Price Forecast

This is the price chart for TAXX from January 2, 2026 until today. The chart indicates, in yellow, the 99 days when the stock received a Hold rating (hold signals, AI Score 4 to 6).

Forecast: In the section below, the central dotted line represents the most expected path, while the shaded area indicates the anticipated price range. This is based on previous Hold signals with a 90% confidence level.

Full Track Record

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Closing price (USD)
Hold signals

Forecast:

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1 Year

TAXX Average Past Performance & Win Rate

Three months after its 285 Hold signals since July 2026, TAXX had an average performance of xxxxxx and a xxxxxx Win rate (positive performance).

285 Past TAXX Hold Signals	1 Month Later	3 Months Later	6 Months Later	1 Year Later
Average Performance				+0.60%
Average Alpha				-10.95%
Win Rate (% Positive Perf.)				100.00%
% Positive Alpha				5.00%

TAXX Frequently Asked Questions

What is the TAXX ETF?
BBLX IRM TAX-AWARE S DUR ETF (TAXX) offers a tax-efficient approach to investing in short-duration fixed income, aiming to preserve capital while providing competitive yields.
Will the TAXX ETF go up?
Is it a good time to buy, sell, or hold the TAXX ETF right now?
Is the TAXX ETF overbought?
What was the price range of the TAXX ETF over the past 12 months?
What is going on with the TAXX ETF in the last 3 months?
Does the TAXX ETF offer dividend payments?
What is the AUM of the TAXX ETF?
How much does it cost to invest in the TAXX ETF?

TAXX ETF Profile

BBLX IRM TAX-AWARE S DUR ETF (TAXX) is an actively managed exchange-traded fund that seeks to provide investors with a tax-efficient way to gain exposure to a diversified portfolio of U.S. investment-grade corporate bonds with a duration between 4 and 7 years. The fund's investment objective is to generate current income while minimizing the impact of taxes on that income, making it particularly attractive for taxable accounts. Managed by BBLX Asset Management, TAXX employs a rigorous credit research and selection process, focusing on companies with strong financial health and stable cash flows. The portfolio managers actively adjust the fund's holdings in response to market conditions, interest rate movements, and credit risk assessments. This active management approach aims to enhance returns and manage risk effectively, while the tax-aware strategy is designed to preserve capital by reducing the realization of taxable capital gains and losses.

Asset ClassFixed Income
Asset Class Style-
FocusBroad Credit
General Region-
Specific Region-

Asset Class
Asset Class Style
Focus
General Region
Specific Region

TAXX Top 10 Focus ETFs

Broad Credit

	ETF	AI Score
1	UYLDAngel Oak UltraShort Income ETF
2	CWBState Street SPDR Bloomberg Convertible Securities ETF
3	ICVTiShares Convertible Bond ETF
4	PCYInvesco Emerging Markets Sovereign Debt ETF
5	EBNDSPDR Bloomberg Emerging Markets Local Bond ETF
6	TUSITouchstone Ultra Short Income ETF
7	DFGPDimensional Global Core Plus Fixed Income ETF
8	BUXXStrive Enhanced Income Short Maturity ETF
9	EMLCVanEck J. P. Morgan EM Local Currency Bond ETF
10	CLOIVanEck CLO ETF

	ETF	AI Score

TAXX ETF AI Analysis