Morningstar

Bondbloxx IR+M Tax-Aware Short Duration ETF TAXX

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

Strategy

The investment seeks attractive after-tax income, consistent with preservation of capital. The fund is newly organized and invests in a diversified portfolio of U.S. dollar-denominated municipal and taxable short duration fixed income securities that in the Sub-Adviser’s view offers relatively attractive after-tax income. The fund invests, under normal circumstances, at least 50% of its total assets in municipal securities that pay interest that is exempt from U.S. federal income tax.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TAXX	Bondbloxx IR+M Tax-Aware Short Duration ETF	ETF	Open	—		Mar 14, 2024	$270.81M	0.350%	—	—	$38.81M

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