TAXM ETF (BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents) is managed by BondBloxx with $26.7M in net assets. TAXM expense ratio is 0.35%, holding 122 positions across sectors including Other, Financials, Utilities. Inception date: 2025-03-13.

TAXM performance shows a YTD return of 0.70%.. TAXM dividend yield stands at 3.07%, paid monthly.

TAXM top holdings include Massachusetts St D 5% 07/01/34 5 2034-07-01 (2.6%), Ips Multi-Sch Bldg 5% 07/15/40 5 2040-07-15 (2.4%), Ma St Dev Fin Agy-N (2.1%), California Cmnty Choice Fing A Ccedev 12/35 Fixed 5 (1.9%), Missouri St Hsg 2.65% 05/01/28 (1.9%). View all TAXM holdings, sector breakdown, or dividend history.

TAXM can be compared against other funds using the overlap calculator or side-by-side comparison tool. TAXM alternatives are available via the screener, along with tax-loss harvesting opportunities.