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Bondbloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF)
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Upturn Advisory Summary
04/01/2025: XHLF (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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 11.21% | Avg. Invested days 556 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 182823 | Beta - | 52 Weeks Range 47.82 - 50.18 | Updated Date 04/2/2025 |
52 Weeks Range 47.82 - 50.18 | Updated Date 04/2/2025 |
Upturn AI SWOT
Bondbloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
ETF Overview
Overview
The BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) seeks to provide investment results that correspond to the performance of the Bloomberg Six Month US Treasury Target Duration Index. It focuses on very short-term U.S. Treasury securities to maintain a target duration around six months, providing a low-duration alternative for investors seeking safety and liquidity.
Reputation and Reliability
BondBloxx is a relatively new ETF issuer specializing in fixed income ETFs. While new, they are focused on providing targeted and transparent fixed income solutions.
Management Expertise
BondBloxx is built by a team of experienced fixed income ETF professionals.
Investment Objective
Goal
The ETF aims to track the performance of the Bloomberg Six Month US Treasury Target Duration Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index of short-term U.S. Treasury securities.
Composition The ETF holds U.S. Treasury bills, notes, and bonds with maturities designed to maintain a target duration of approximately six months.
Market Position
Market Share: Data for market share is not readily available for this specific ETF due to its niche focus and relatively recent launch.
Total Net Assets (AUM): 100000000
Competitors
Key Competitors
- BIL US Equity
- SGOV US Equity
- USFR US Equity
Competitive Landscape
The competitive landscape consists of other short-term treasury ETFs. XHLF offers a specific target duration, potentially appealing to investors with precise duration management needs. The advantage of BIL is that it has more assets under management. Disadvantages of XHLF are that it is less liquid and has a smaller AUM.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's recent inception. Further information is needed to assess long-term historical performance.
Benchmark Comparison: Performance will be very close to its benchmark, the Bloomberg Six Month US Treasury Target Duration Index. Further information is needed to perform comparison.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, which varies over time based on market conditions and investor interest.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the liquidity of the underlying Treasury securities.
Market Dynamics
Market Environment Factors
The ETF is influenced by interest rate movements, monetary policy decisions, and overall economic conditions, all of which affect the value of U.S. Treasury securities.
Growth Trajectory
The growth trajectory depends on investor demand for short-term, low-duration Treasury exposure and the overall interest rate environment. The fund's strategy and holdings have remained consistent since its inception.
Moat and Competitive Advantages
Competitive Edge
XHLF's competitive edge lies in its precise target duration of six months, which provides investors with a targeted exposure to very short-term Treasury securities. This allows for fine-tuning of portfolio duration. This level of specificity may appeal to sophisticated investors managing interest rate risk. The fund is transparent and offers pure exposure to the U.S. Treasury market.
Risk Analysis
Volatility
The ETF exhibits low volatility due to the short maturities of its underlying Treasury securities.
Market Risk
The primary risk is interest rate risk, as the value of the ETF may decline if interest rates rise. However, the short duration mitigates this risk compared to longer-term bond ETFs.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking a low-risk, highly liquid investment with a specific target duration of approximately six months. Investors who are highly risk averse and have a short term investment horizon may find this fund suitable.
Market Risk
This ETF is suitable for both long-term investors seeking a stable component in a diversified portfolio and active traders looking for short-term interest rate exposure.
Summary
The BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) offers targeted exposure to very short-term U.S. Treasury securities, maintaining a six-month target duration. This ETF is designed for investors seeking a low-risk, highly liquid option to manage interest rate risk and fine-tune portfolio duration. It is suitable for both long-term investors and active traders, providing a stable component in a diversified portfolio. While relatively new, it is managed by an experienced team with a focus on transparency and targeted fixed income solutions.
Similar Companies
BIL
SPDR® Bloomberg 1-3 Month T-Bill ETF
BIL
SPDR® Bloomberg 1-3 Month T-Bill ETF
SGOV
iShares® 0-3 Month Treasury Bond ETF
SGOV
iShares® 0-3 Month Treasury Bond ETF
SHV
iShares Short Treasury Bond ETF
SHV
iShares Short Treasury Bond ETF
USFR
WisdomTree Floating Rate Treasury Fund
USFR
WisdomTree Floating Rate Treasury Fund
VGSH
Vanguard Short-Term Treasury Index Fund ETF Shares
VGSH
Vanguard Short-Term Treasury Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- BondBloxx ETF Trust Website
- Bloomberg
- Morningstar
- YCharts
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions may change, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Bondbloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a portfolio of U.S. Treasury securities that collectively have an average duration of approximately 6 months, either directly or indirectly (e.g., through derivatives). The index is comprised of certain U.S. Treasury notes and bonds that are included in the Bloomberg US Treasury Index. It is non-diversified.
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