Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%.
The BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) offers a focused approach, targeting 1-year duration U.S. Treasury securities. BondBloxx's prescriptive ETF offerings allow retail investors to build complex trades, like constructing a yield curve with specific duration nodes. XONE is part of BondBloxx's treasury vertical, providing a strategic option for investors in today's market environment.
The BondBloxx Bloomberg One Year Target Duration US Treasury ETF offers a higher yield than CDs with minimal risk and no early withdrawal penalties. XONE invests in U.S. Treasury securities with an average duration of one year, providing a 5.2% forward yield at just 3bps in fees. XONE outperforms similar ETFs in return and stability, making it a safe, liquid option for parking cash.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 1,800 | $89,136 | $88,425 | -$711 | -0.8% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 10,253 | $508,339.27 | $504,191.27 | -$4,148 | -0.82% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 177,587 | $8.81M | $8.73M | -$78,220.78 | -0.89% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 7,889 | $392,227.64 | $387,704.9 | -$4,522.74 | -1.15% |
Alexander Eichhorn Tanager Wealth Management LLP | 943,490 | $46.7M | $46.4M | -$305,205.34 | -0.65% |
| ARCA Exchange | US Country |