Bondbloxx IR+M Tax-Aware Short Duration ETF TAXX

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

Will TAXX 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 TAXX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TAXX 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 TAXX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Morningstar Automated Analysis

Summary

BondBloxx IR+M Tax-Awr Shrt Dur ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis

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

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Portfolio Holdings TAXX

More TAXX Holdings

Current Portfolio DateNov 13, 2026
Equity Holdings—
Bond Holdings—
Other Holdings—
% Assets in Top 10 Holdings14.5

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
SAN ANTONIO TEX ELEC & GAS REV 3.25%	2.03	5M	municipal
WASHINGTON D C CONVENTION & SPORTS AUTH DEDICATED TAX REV 5%	2.00	5M	municipal
NEW YORK N Y CITY TRANSITIONAL FIN AUTH BLDG AID REV 5%	1.70	5M	municipal
TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV 5.5%	1.36	4M	municipal
PHOENIX ARIZ INDL DEV AUTH MULTIFAMILY HSG REV 3.1%	1.35	4M	municipal
SCHERTZ-CIBOLO-UNVL CITY TEX INDPT SCH DIST 3.13%	1.34	4M	municipal
ATLANTA GA URBAN RESIDENTIAL FIN AUTH MULTIFAMILY HSG REV 3.15%	1.27	3M	municipal
FORT BEND TEX INDPT SCH DIST 3.13%	1.20	3M	municipal
INDIANA FIN AUTH HEALTH SYS REV 5%	1.15	3M	municipal
HARRIS CNTY TEX MUN UTIL DIST NO 165 4%	1.13	3M	municipal

Bondbloxx IR+M Tax-Aware Short Duration ETF TAXX

Morningstar’s Analysis TAXX

Will TAXX outperform in the future?

Process Pillar

People Pillar

Parent Pillar

Summary

Portfolio Holdings TAXX

SAN ANTONIO TEX ELEC & GAS REV 3.25%

WASHINGTON D C CONVENTION & SPORTS AUTH DEDICATED TAX REV 5%

NEW YORK N Y CITY TRANSITIONAL FIN AUTH BLDG AID REV 5%

TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV 5.5%

PHOENIX ARIZ INDL DEV AUTH MULTIFAMILY HSG REV 3.1%

SCHERTZ-CIBOLO-UNVL CITY TEX INDPT SCH DIST 3.13%

ATLANTA GA URBAN RESIDENTIAL FIN AUTH MULTIFAMILY HSG REV 3.15%

FORT BEND TEX INDPT SCH DIST 3.13%

INDIANA FIN AUTH HEALTH SYS REV 5%

HARRIS CNTY TEX MUN UTIL DIST NO 165 4%

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