| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 6,762 | $340,058 | $338,979.06 | -$1,078.94 | -0.32% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 14,445 | $726,439.05 | $724,561.2 | -$1,877.85 | -0.26% |
| TJ Taylor Jobe MKT Advisors LLC | 6,056 | $304,556.24 | $303,890.08 | -$666.16 | -0.22% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 4,295 | $215,995.55 | $214,857.37 | -$1,138.18 | -0.53% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 49,543 | $2.49M | $2.48M | -$10,403.56 | -0.42% |
| ARCA Exchange | US Country |
The iShares Global Government Bond USD Hedged Active ETF is designed to provide investors with a comprehensive investment vehicle that aims to generate total returns exceeding those of the benchmark Bloomberg Global Treasury USD Hedged Index. This ETF caters to investors looking for exposure to global government bonds while mitigating the risks associated with currency fluctuations through hedging strategies.
This investment solution is crafted with a focus on active management, which allows for the potential to capitalize on changing market conditions. Investors can benefit from professional management and strategic decision-making aimed at optimizing returns while managing risk effectively.
The ETF employs active management strategies that involve a team of investment professionals who analyze and select securities with the goal of outperforming the benchmark index. This approach provides flexibility to respond to market changes and opportunities, enhancing the potential for greater returns.
To protect against currency risk, the fund incorporates a hedging strategy that focuses on USD-denominated assets. This minimizes the impact of currency fluctuations on investment returns, allowing investors to have a more stable exposure to the performance of underlying government bonds.
Investors gain access to a wide range of government bonds from various countries around the world. This diversification helps to reduce risk and enhance the potential for returns by spreading investments across different economic environments and market conditions.
The ETF structure offers high liquidity, enabling investors to easily buy and sell shares on the exchange during trading hours. This provides flexibility and ease of access to capital, accommodating investors’ needs for cash flow or reallocation of assets as market conditions evolve.
With the fund aiming to provide returns in excess of its expenses, it is designed to be a cost-effective solution for investors. Lower fees associated with ETFs, compared to traditional mutual funds, contribute to investor savings and enhanced net returns over time.