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BondBloxx and IR+M launch US tax-aware bond ETF

BondBloxx, an exchange-traded fund issuer specializing in bond ETFs, has joined with fixed-income asset manager Income Research + Management to launch a new ETF designed to maximize after-tax income on a bond portfolio, the firms said on Thursday.

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BondBloxx Breaks Out New Tax-Aware ETF

On Thursday, BondBloxx partnered with Income Research + Management (IR+M) to launch the BondBloxx IR+M Tax-Aware Short Duration ETF (NYSE Arca: TAXX).

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Fund Files: BlackRock PM comes off $2bn fund, BondBloxx launches active ETF

Veteran BlackRock portfolio manager Joseph Wolfe has come off of the $1.9bn BlackRock Large Cap Focus Value fund (MABAX) and the $7.8m BlackRock Global Impact fund (BGIMX), according to filings with the Securities and Exchange Commission (SEC).

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Income Research + Management and BondBloxx Partner to Launch Tax-Aware ETF

New BondBloxx IR+M ETF designed for investors seeking income and tax-efficient bond strategies.

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Income Research + Management and BondBloxx Launch New Fixed Income ETF that Aims to Maximize After-Tax Income

Partnership between two leaders in fixed income investing brings IR+M’s institutional investment heritage and tax-aware strategy to the broader marketplace for the first time. Designed for investors seeking core bond exposures, TAXX aims to maximize after-tax income by optimizing across a wider opportunity set of short duration municipal and taxable bonds.

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Reorg – Market Participants, Muni Advocates Push for More Muni Provisions in $3.5T, and Reconciliation Bill After Failed Attempts in Covid-19, Infrastructure Legislation

Wesly Pate, portfolio manager at Income Research + Management, shared his views on the impacts a federal infrastructure reform package

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GlobalCapital: Franchise ABS trading levels show ‘encouraging signs’ of recovery

Caroline Chen, senior vice president at Income Research + Management, provided insights to GlobalCapital on the recovery of franchise ABS trading.

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GlobalCapital: Buy now, ‘carry’ later: investors pile into red hot ABS market

Caroline Chen, senior vice president at Income Research + Management, shared her insights on the recent flurry of ABS

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Debtwire: SFR bonds range trading, while CRTs may move higher

Caroline Chen, senior vice president, shared her views on the single family rental bond market rally with Debtwire.

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Data provided as of January 2, 2024
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