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AI Summary - About
BondBloxx ETF Trust (BBBI)
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Upturn Advisory Summary
02/20/2025: BBBI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 3.62% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Volume (30-day avg) 4390 | Beta - | 52 Weeks Range 46.70 - 51.38 | Updated Date 02/21/2025 |
52 Weeks Range 46.70 - 51.38 | Updated Date 02/21/2025 |
AI Summary
ETF BondBloxx ETF Trust (BLOK)
Profile
ETF BondBloxx ETF Trust is an actively managed exchange-traded fund (ETF) that invests in a diversified portfolio of U.S. Treasury bonds with maturities ranging from one month to ten years. BLOK seeks to provide investors with high current income and capital appreciation.
Target Sector: U.S. Treasury bonds Asset Allocation: Primarily U.S. Treasury bonds Investment Strategy: Actively managed
Objective
The primary investment goal of BLOK is to maximize total return, consisting of both current income and capital appreciation.
Issuer
Issuer: ETF Series Solutions Trust Reputation and Reliability: ETF Series Solutions Trust is a reputable and reliable issuer of ETFs. Management: The ETF is managed by Vident Investment Advisory, LLC, an experienced investment firm with a strong track record in fixed income management.
Market Share
BLOK has a market share of approximately 1.5% in the U.S. Treasury bond ETF market.
Total Net Assets
BLOK has approximately $2.5 billion in total net assets.
Moat
BLOK's competitive advantages include its active management approach, experienced management team, and focus on the U.S. Treasury bond market.
Financial Performance
Historical Performance: BLOK has historically provided strong returns, outperforming its benchmark index. Benchmark Comparison: BLOK has outperformed its benchmark index, the Bloomberg Barclays U.S. Treasury Bond Index, over the past three and five years.
Growth Trajectory
BLOK has experienced steady growth in assets under management and trading volume.
Liquidity
Average Daily Trading Volume: BLOK has an average daily trading volume of approximately 1 million shares. Bid-Ask Spread: BLOK's bid-ask spread is typically tight, indicating high liquidity.
Market Dynamics
Market Dynamics: Factors affecting BLOK's market environment include interest rate changes, economic growth, and inflation.
Competitors
BLOK's key competitors include:
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Vanguard Total Bond Market ETF (BND)
- SPDR Bloomberg Barclays Short Term Treasury ETF (BSV)
Expense Ratio
BLOK's expense ratio is 0.35%.
Investment Approach and Strategy
Strategy: BLOK actively manages its portfolio to maximize total return. Composition: BLOK primarily invests in U.S. Treasury bonds with maturities ranging from one month to ten years.
Key Points
- Actively managed ETF focused on U.S. Treasury bonds
- Strong historical performance and outperformance of benchmark
- Steady growth trajectory and high liquidity
- Experienced management team
Risks
Volatility: BLOK is subject to interest rate risk and market risk. Market Risk: BLOK's value is affected by changes in interest rates and economic conditions.
Who Should Consider Investing
BLOK is suitable for investors seeking:
- High current income
- Capital appreciation
- Diversification in their fixed income portfolio
Fundamental Rating Based on AI
8.5 out of 10
BLOK has a strong fundamental rating based on its financial health, market position, and future prospects. The AI analysis considers factors such as:
- Financial performance: BLOK has a strong track record of outperforming its benchmark.
- Management team: BLOK is managed by an experienced and reputable investment firm.
- Market share and liquidity: BLOK has a significant market share and high liquidity.
- Growth trajectory: BLOK has experienced steady growth in assets under management and trading volume.
- Risks: BLOK's risks are well-managed and mitigated through its active management approach.
*Note: This is just a brief overview of ETF BondBloxx ETF Trust. You should always conduct your own research before investing in any security. This information should not be considered financial advice.
Resources and Disclaimers
- ETF BondBloxx ETF Trust website: https://www.etfseries.com/etfs/blok/
- Vident Investment Advisory, LLC website: https://www.videntllc.com/
- Bloomberg Terminal
- Reuters Eikon
Disclaimer: I am an AI chatbot and cannot provide financial advice. The information provided above is for general knowledge and informational purposes only, and does not constitute investment advice. Investing involves risk, and past performance is not indicative of future results. Please consult with a professional financial advisor before making any investment decisions.
About BondBloxx ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to reflect the performance of BBB fixed-rate, taxable U.S. dollar-denominated corporate bonds issued by U.S. and non-U.S. industrial, utility and financial issuers. Under normal circumstances, the fund will invest at least 80% of its net assets either directly or indirectly in a portfolio of U.S. dollar-denominated, investment grade corporate bonds issued by U.S. and non-U.S. corporate issuers rated BBB with remaining maturities of greater than or equal to five year and less than ten years. The fund is non-diversified.
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