BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM

Medalist Rating as of Sep 30, 2026 See BondBloxx Investment Management LLC Investment Hub

Will TAXM outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TAXM’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TAXM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of TAXM’s parent organization’s priorities and whether they’re in line with investors’ interests.

Morningstar Automated Analysis

Summary

BondBloxxIR+MTx-AwrETFfrMassachsttsRsdts holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis

Rated on Sep 30, 2026 Published on Oct 27, 2026

Start a 7-Day Free Trial

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TAXM

More TAXM Holdings

Current Portfolio DateNov 13, 2026
Equity Holdings—
Bond Holdings—
Other Holdings—
% Assets in Top 10 Holdings19.6

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Us Dollars	2.17	878,801	Cash and Equivalents
MASSACHUSETTS ST DEV FIN AGY REV 5%	2.16	872,667	municipal
MASSACHUSETTS ST DEV FIN AGY REV 5%	2.15	870,894	municipal
MASSACHUSETTS ST PORT AUTH REV 5.25%	2.03	818,537	municipal
HAYS TEX CONS INDPT SCH DIST 5%	1.99	802,692	municipal
DOUGLAS CNTY GA HSG AUTH MULTIFAMILY REV 4.38%	1.96	792,980	municipal
East Longmeadow Mass Gen Obl 5%	1.95	786,150	municipal
GREATER FALL RIVER MASS VOCATIONAL SCH DIST 5%	1.92	776,607	municipal
MASSACHUSETTS DEPT TRANSN MET HWY SYS REV 5%	1.88	758,785	municipal
PUBLIC FIN AUTH WIS MULTIFAMILY HSG REV 4%	1.84	744,901	municipal

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM

Morningstar’s Analysis TAXM

Will TAXM outperform in the future?

Process Pillar

People Pillar

Parent Pillar

Summary

Portfolio Holdings TAXM

Us Dollars

MASSACHUSETTS ST DEV FIN AGY REV 5%

MASSACHUSETTS ST DEV FIN AGY REV 5%

MASSACHUSETTS ST PORT AUTH REV 5.25%

HAYS TEX CONS INDPT SCH DIST 5%

DOUGLAS CNTY GA HSG AUTH MULTIFAMILY REV 4.38%

East Longmeadow Mass Gen Obl 5%

GREATER FALL RIVER MASS VOCATIONAL SCH DIST 5%

MASSACHUSETTS DEPT TRANSN MET HWY SYS REV 5%

PUBLIC FIN AUTH WIS MULTIFAMILY HSG REV 4%

Sponsor Center

What We Do

Company

Get Help