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As we approach the midpoint of 2025, the bond market presents a complex landscape influenced by policy changes and evolving global macroeconomic conditions.
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How Active Muni Investors Stay Ahead Of The Curve
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PSA | 46.52% | $52.12B | +3.40% | 4.03% |
SAFE | 44.20% | $1.13B | -15.86% | 4.43% |
CUBE | 43.62% | $9.81B | -2.78% | 4.79% |
AMT | 42.96% | $104.32B | +14.40% | 3.00% |
EXR | 42.70% | $32.21B | -1.57% | 4.25% |
NNN | 41.97% | $8.21B | +3.46% | 5.30% |
PFSI | 40.80% | $5.31B | +9.35% | 1.17% |
SBAC | 40.16% | $25.53B | +23.63% | 1.79% |
ELS | 39.80% | $11.78B | -3.08% | 3.23% |
FAF | 39.04% | $6.45B | +17.52% | 3.43% |
GTY | 37.77% | $1.55B | +4.64% | 6.67% |
FCPT | 37.76% | $2.72B | +9.94% | 5.20% |
HD | 37.34% | $369.96B | +11.45% | 2.46% |
NSA | 37.28% | $2.49B | -20.15% | 6.97% |
UMH | 36.53% | $1.44B | +6.26% | 5.07% |
BNL | 36.48% | $3.06B | +2.79% | 7.13% |
O | 36.38% | $52.15B | +10.10% | 5.52% |
TU | 36.19% | $24.75B | +7.77% | 7.12% |
GLPI | 35.64% | $13.25B | +9.34% | 6.32% |
ADC | 35.54% | $7.93B | +16.41% | 4.21% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
SAVA | <0.01% | $97.10M | -81.34% | 0.00% |
IOVA | 0.01% | $584.38M | -76.32% | 0.00% |
RGP | 0.01% | $196.10M | -43.79% | 8.19% |
AUB | -0.01% | $4.73B | +0.79% | 3.99% |
NTRS | 0.01% | $25.69B | +56.47% | 2.27% |
ALAB | -0.01% | $14.61B | +49.26% | 0.00% |
TXT | -0.02% | $14.79B | -4.95% | 0.10% |
NSIT | 0.03% | $4.56B | -28.49% | 0.00% |
ZS | 0.03% | $48.16B | +55.91% | 0.00% |
PHR | 0.04% | $1.73B | +41.78% | 0.00% |
IBN | -0.04% | $119.81B | +16.40% | 0.71% |
MGNI | 0.04% | $3.48B | +81.13% | 0.00% |
PHIN | -0.05% | $1.90B | +19.28% | 2.17% |
ACET | 0.05% | $50.78M | -43.67% | 0.00% |
OMF | 0.06% | $7.05B | +21.56% | 6.98% |
KIDS | -0.06% | $548.39M | -26.05% | 0.00% |
CSX | 0.06% | $63.14B | +0.18% | 1.49% |
TDS | 0.07% | $4.06B | +75.12% | 0.45% |
QCOM | 0.07% | $178.23B | -20.36% | 2.11% |
VIRC | -0.08% | $129.52M | -38.12% | 1.20% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -47.96% | $300.56M | +2,130.16% | 0.00% |
STTK | -26.48% | $40.57M | -77.11% | 0.00% |
MVO | -23.89% | $66.47M | -37.17% | 21.45% |
RYTM | -23.80% | $4.26B | +63.98% | 0.00% |
NAT | -22.96% | $567.49M | -32.49% | 10.76% |
JPM | -22.62% | $811.49B | +39.92% | 1.73% |
LPG | -20.11% | $1.10B | -33.83% | 0.00% |
STNG | -20.08% | $2.14B | -48.70% | 3.80% |
INSW | -19.41% | $1.91B | -29.57% | 1.24% |
CVS | -18.03% | $84.25B | +17.46% | 3.97% |
FCNCA | -17.60% | $27.56B | +20.85% | 0.36% |
KOS | -17.14% | $946.46M | -66.10% | 0.00% |
AGL | -16.82% | $989.35M | -60.10% | 0.00% |
NVGS | -15.98% | $1.05B | -15.96% | 1.31% |
SANM | -15.97% | $5.41B | +52.84% | 0.00% |
LRN | -15.85% | $5.99B | +100.06% | 0.00% |
TK | -15.63% | $630.88M | +10.47% | 0.00% |
DHT | -15.57% | $1.76B | -3.95% | 7.32% |
TNK | -15.48% | $1.49B | -36.25% | 2.30% |
BFH | -15.37% | $2.79B | +31.92% | 1.39% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
AIRR | -<0.01% | $3.93B | 0.7% | |
SLX | <0.01% | $71.22M | 0.56% | |
BITO | -0.02% | $2.65B | 0.95% | |
ARKB | 0.02% | $5.02B | 0.21% | |
FBY | 0.03% | $177.24M | 1.06% | |
PTLC | 0.05% | $3.32B | 0.6% | |
IBIT | -0.10% | $74.89B | 0.25% | |
FBTC | -0.16% | $21.65B | 0.25% | |
BTCO | -0.20% | $558.98M | 0.39% | |
CANE | 0.21% | $10.37M | 0.29% | |
BITB | -0.22% | $4.25B | 0.2% | |
BTCW | -0.22% | $166.28M | 0.3% | |
TPMN | -0.25% | $30.70M | 0.65% | |
GBTC | -0.28% | $19.95B | 1.5% | |
FTXL | 0.28% | $273.98M | 0.6% | |
EZBC | -0.30% | $553.90M | 0.29% | |
JAAA | 0.37% | $21.88B | 0.2% | |
SATO | -0.38% | $11.40M | 0.6% | |
PSI | -0.39% | $724.42M | 0.56% | |
BRRR | -0.39% | $629.05M | 0.25% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VTEB | 93.44% | $37.78B | 0.03% | |
MUB | 92.89% | $38.64B | 0.05% | |
FMB | 92.61% | $1.90B | 0.65% | |
TFI | 92.30% | $3.22B | 0.23% | |
PZA | 92.27% | $2.84B | 0.28% | |
ITM | 91.64% | $1.87B | 0.18% | |
NYF | 89.93% | $892.18M | 0.25% | |
MMIT | 89.51% | $1.03B | 0.3% | |
JMUB | 89.47% | $3.05B | 0.18% | |
SCMB | 87.93% | $2.06B | 0.03% | |
MUNI | 87.54% | $2.01B | 0.35% | |
HYMB | 86.89% | $2.63B | 0.35% | |
MINO | 86.86% | $320.08M | 0.39% | |
MLN | 86.82% | $541.74M | 0.24% | |
HTAB | 86.66% | $411.35M | 0.39% | |
CGMU | 86.62% | $3.36B | 0.27% | |
TAXF | 85.38% | $489.34M | 0.29% | |
MMIN | 85.21% | $336.10M | 0.3% | |
FMHI | 85.05% | $754.85M | 0.7% | |
HYD | 84.93% | $3.32B | 0.32% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ICLO | -27.11% | $316.83M | 0.19% | |
THTA | -23.41% | $35.69M | 0.61% | |
USDU | -23.13% | $162.43M | 0.5% | |
UUP | -22.49% | $201.63M | 0.77% | |
FLJH | -12.95% | $87.51M | 0.09% | |
DBJP | -12.11% | $380.91M | 0.45% | |
DXJ | -12.03% | $3.52B | 0.48% | |
FLTR | -10.93% | $2.44B | 0.14% | |
HEWJ | -10.68% | $360.78M | 0.5% | |
LONZ | -10.29% | $739.79M | 0.63% | |
FTSL | -10.03% | $2.40B | 0.87% | |
CLOI | -9.28% | $1.05B | 0.4% | |
KBWB | -8.65% | $4.67B | 0.35% | |
PXJ | -6.99% | $25.11M | 0.66% | |
DBMF | -6.53% | $1.17B | 0.85% | |
IAT | -6.44% | $634.18M | 0.4% | |
XME | -6.14% | $1.89B | 0.35% | |
PSCE | -5.95% | $58.36M | 0.29% | |
IBHE | -5.87% | $553.36M | 0.35% | |
SMIN | -5.77% | $938.48M | 0.75% |
Current Value
$55.571 Year Return
Current Value
$55.571 Year Return
CMF - iShares California Muni Bond ETF contains 1229 holdings. The top holdings include
Name | Weight |
---|---|
- | 0.67% |
- | 0.59% |
- | 0.54% |
- | 0.47% |
- | 0.43% |
- | 0.42% |
- | 0.37% |
- | 0.37% |
- | 0.36% |
3 3BYHTG1NT CALIFORNIA ST - 4.0 2043-09-01 | 0.36% |
- | 0.34% |
- | 0.34% |
- | 0.33% |
- | 0.31% |
- | 0.31% |
- | 0.31% |
- | 0.30% |
- | 0.30% |
- | 0.30% |
- | 0.30% |
- | 0.30% |
- | 0.29% |
- | 0.29% |
- | 0.28% |
- | 0.28% |
- | 0.28% |
- | 0.27% |
- | 0.27% |
- | 0.27% |
- | 0.26% |
Sector | Weight |
---|---|