Fixed income investors may wish to consider opting for amplified municipal bond exposure in their portfolios through muni bond etfs. A recent article from members of the Eaton Vance team breaks down some of the upcoming opportunities for muni bond etfs.
When it comes to navigating fixed income durations, many investors have stuck to shorter-duration bonds for now. However, opportunity may be knocking to move to a longer portfolio.
When it comes to building a fixed income portfolio as of late, much of the attention from investors has been focused on short duration bonds, and for good reason. That being said, there's still a good case to be made for intermediate duration bond exposure.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ledford FWG Holdings LLC | 196,386 | $10.32M | $10.42M | $101,138.79 | 0.98% |
Jason E. Archambault SK Wealth Management LLC | 168,303 | $8.88M | $8.93M | $48,513.92 | 0.55% |
| NS Nicholas Shaheen FSA Advisors Inc. | 10,939 | $578,352.48 | $580,751.51 | $2,399.03 | 0.41% |
Joe Miller Miller Financial Services LLC | 5,240 | $277,367.7 | $277,248.4 | -$119.3 | -0.04% |
| CCA Coign Capital Advisors LLC Coign Capital Advisors LLC | 93,291 | $4.87M | $4.94M | $67,423.12 | 1.38% |
| ARCA Exchange | US Country |
The company focuses on investing primarily in municipal obligations that provide tax-exempt income, adhering to a policy of allocating at least 80% of its net assets to such investments. These include any borrowings taken for investment purposes. This strategy is designed to benefit investors seeking returns that are not subject to regular federal income taxes, potentially increasing the net income available to them from their investments. The fund's approach to investment demonstrates a commitment to offering tax-efficient investment solutions to its clients, leveraging the tax advantages of municipal bonds to enhance investor returns.
The fund invests primarily in municipal obligations that are exempt from regular federal income tax. These obligations include a wide range of debt instruments issued by or on behalf of local or state governments for the purpose of financing public projects. Such investments mainly comprise the core strategy of the fund, targeting at least 80% of its net assets in these tax-exempt securities. This focus is intended to provide investors with regular income streams that are not subjected to federal income tax, thereby enhancing the after-tax return on their investments.
Up to 20% of the fund's net assets may be allocated to other debt obligations, which can include taxable municipal obligations, U.S. Treasury securities, and obligations of the U.S. government, its agencies, and instrumentalities. This portion of the fund's portfolio allows for diversification beyond tax-exempt municipal bonds. It provides the flexibility to invest in a range of debt securities that might offer different risk-reward profiles compared to municipal obligations. This diversification strategy is aimed at enhancing the fund's overall return potential while managing risk.