Last Updated: September 27, 2016
Inception Date: July 31, 2002
Date Funded: August 31, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||AGG||ishares barclays aggregate bond fund||7.69%|
|2||EMB||ishares jpmorgan usd emerging markets bo||7.69%|
|3||HYG||ishares iboxx $ high yield corporate bon||7.69%|
|4||IEF||ishares barclays 7-10 year treasury bond||7.69%|
|5||IEI||ishares barclays 3-7 year treasury bond||7.69%|
|6||LQD||ishares iboxx $ investment grade corpora||7.69%|
|7||MBB||ishares barclays mbs bond fund||7.69%|
|8||MUB||ishares s&p national municipal bond fund||7.69%|
|9||SHV||ishares barclays short treasury bond fun||7.69%|
|10||SHY||ishares barclays 1-3 year treasury bond||7.70%|
|11||TIP||ishares barclays tips bond fund||7.69%|
|12||TLH||ishares barclays 10-20 year treasury bon||7.70%|
|13||TLT||ishares barclays 20+ year treasury bond||7.70%|
Steps to Create This Folio
- We selected all bond category ETFs offered by iShares, created by Barclays Global Investors. These are designed to closely track Bond Market indices. The folio consists primarily of ETFs that invest in different types of investment grade bonds. However, they may also invest in bonds of a lower credit quality.
- We equally weighted all ETFs in the folio.
Number of Securities
The number of securities in this folio will vary.
If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.