Cwm LLC increased its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 294.2% in the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 58,601 shares of the company's stock after acquiring an additional 43,735 shares during the quarter. Cwm LLC's holdings in Vanguard
Cambridge Capital Management LLC increased its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 5.7% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 213,907 shares of the company's stock after purchasing an additional 11,624 shares during the
Betterment LLC increased its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 7.2% in the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 282,041 shares of the company's stock after acquiring an additional 19,017 shares during the period. Betterment LLC owned approximately 0.09% of Vanguard Intermediate-Term
With the potential of more rate cuts to look forward to in 2026, fixed income investors may question how they could attain additional yield in the new year. A Morningstar 2026 Global Outlook Report noted one particular corner of the bond market that could fill the yield void: intermediate bonds.
BIV: Inflation Uncertainty And Why I'm Moving From Buy To Hold
As widely expected, the U.S. Federal Reserve cut the federal funds rate by 25 basis points for a second time this year. This gives fixed income investors an opportunity to reposition their portfolios with intermediate bonds or reconsider active exposure if they don't have it already.
BIV's long duration and low credit spreads make it sensitive to rising rates and macro risks, especially with current geopolitical tensions. Short-term rates may stay higher than expected due to higher oil prices that could be sustained by conflict in the Middle East. Long-term risks include US isolationist policies threatening the dollar's reserve status, which could worsen funding conditions and hurt US debt. Markets are clearly thinking about this.
With a steepening yield curve and rate cut expectations looming, the environment for the bond market can be a tricky one to navigate. That said, here are three bond funds from Vanguard to consider.
If you're retired and trying to keep your life as simple as possible, consider a foundational investment in these two income ETFs.
The yield curve is starting to steepen again, giving fixed income investors an opportunity to consider long-term debt again. However, if the risk of stepping too far out into the yield curve is too much to bear, consider using intermediate bond options.
The question of whether the economy is in a recession or not, a forthcoming presidential election, and interest rates add to the high level of uncertainty in the current market. As such, fixed income investors may want to take a middle-ground approach with bonds and opt for debt with intermediate maturity dates.
BIV is an index fund tracking intermediate term bonds with a moderate duration exposure, high quality portfolio, and low expense ratio. BIV shares have declined by nearly 12% since January 2022. Corporate bond yields are at their highest in over a decade and the interest rate cycle has likely peaked, providing a brighter outlook for BIV and similar funds.