| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KLM Kevin L. Mccreless CONCOURSE FINANCIAL GROUP SECURITIES Inc. | 632 | $13,354.16 | $12,203.92 | -$1,150.24 | -8.61% |
| BATS Exchange | US Country |
ABXB is a U.S.-domiciled, open-ended Exchange-Traded Fund (ETF) that focuses on applying a quantitative momentum model to strategically identify and invest in a selection of five bond-rated ETFs. Through its investment approach, ABXB ensures an allocation of over 80% in fixed-income instruments, which includes a diverse range of U.S. Treasury and corporate securities. The fund's investments are managed dynamically, allowing for adjustments based on market volatility, which helps to maintain a balanced risk-reward profile.
ABXB primarily invests in five carefully selected bond-rated ETFs. Each of these components is chosen to support the overall strategy, aiming for a robust yield while managing risk effectively. The focus on bond-rated ETFs allows for exposure to different segments of the fixed-income market, ensuring stability and income generation.
The fund employs a sophisticated quantitative momentum model to guide its investment decisions. This model analyzes market trends and potential investment opportunities, allowing ABXB to capitalize on upward price movements in the fixed-income arena. The quantitative approach seeks to enhance returns by timing the market effectively.
ABXB maintains a dynamic allocation strategy designed to react to shifts in market volatility. This proactive approach enables the fund to adjust its holdings in response to changing market conditions, protecting investor capital during periods of increased risk while still capturing upward momentum in stable times.
Characterized by its strong emphasis on fixed-income investments, ABXB ensures that more than 80% of its portfolio consists of securities like U.S. Treasury bonds and highly-rated corporate securities. This focus on fixed-income aims to provide reliable income streams for investors while capital preservation remains a priority.