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Global Fixed Income ETF (US Tax)

No betting the farm or short-term trading: time in right parts of market, not timing the market.

Strategy Description

Our Core ETF Portfolios provide:

Broad participation in global risk assets such as stocks, bonds and commodities, calibrated based on client risk tolerance: from 100% bonds (~4% volatility) to 100% stocks (~15% volatility)

ETF selection constantly reviewed for efficiency and sustainability

  • Costs are kept low, currently averaging 0.2% to 0.25% per portfolio
  • Tax implications are reviewed at client, ETF and underlying positions of ETF levels
  • Sustainability tilts are preferred and implemented for each exposure, all else equal

Active allocation to macro trends, tilting to exposures likely to outperform over the medium term; no betting the farm or short-term trading: time in right parts of market, not timing the market; daily transparency and liquidity;

For international investors, available in a non-US version. Please visit our international site for details.

Allocation Breakdown

Asset Class


Equity0
Fixed Income99.49%
Commodities0
Cash0.51%

Geo


North America77.7%
Greater Europe8.97%
Asia8.59%
Central/Latin America2.27%

Sector


Investment Grade50.04%
High Yield10.1%
Other39.87%

Top Holdings

Asset ClassWeight (%)
1. iShares 7-10 Year Treasury Bond ETF23.74%
2. iShares Interest Rate Hedged Corporate Bond ETF17.20%
3. Janus Henderson Mortgage-Backed Securities ETF11.87%
4. iShares iBoxx $ Investment Grade Corporate Bond ETF10.92%
5. iShares J.P. Morgan EM Corporate Bond ETF9.80%
6. iShares Core International Aggregate Bond ETF9.67%
7. WisdomTree US High Yield Corporate Bond Fund6.12%
8. iShares 20+ Year Treasury Bond ETF5.81%
9. iShares J.P. Morgan EM Local Currency Bond ETF4.37%