The Bond ETF folio was developed for investors seeking income and conservative long-term capital preservation.
The Bond ETF folio consists of ETFs that invest in a range of fixed income securities.
This folio provides the opportunity to invest in a diversified pool of fixed income investments that are less volatile than an investment in a single bond category. Fixed income securities can provide a source of income and also serve as a hedge against market downturns.
Last Updated: July 19, 2018
Inception Date: 2002-07-31 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||-1.21%||6.0%|
|1 Year Volatility||2.81%||12.54%|
* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.
(% 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%|
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.