TAXM ETF (BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents) is managed by BondBloxx with $39.1M in net assets. TAXM expense ratio is 0.35%, holding 143 positions across sectors including Other, Financials, Utilities. Inception date: 2025-03-13.

TAXM performance shows a YTD return of 1.64%. The 1-year return is 5.87%. TAXM dividend yield stands at 3.31%, paid monthly.

TAXM top holdings include Gtr Fall River Ma 5% 06/01/55 (3.0%), North Attleborough 4% 03/15/43 (2.9%), Massachusetts Bay Transportation Authority, 5% 1jul2052, USD (2.4%), Massachuset Rev 5% 2/15/2034 (2.3%), Boston Mass 5% Feb 01, 2043 (2.0%). 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.