SeekingAlpha
Fixed Income Outlook - Q3 2025
SeekingAlpha
The municipal bond market faced strong headwinds in H1 2025, with tariff and budget policies, including debate over the One Big Beautiful Bill Act, weighing heavily on investor sentiment.
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Top Reasons To Consider Municipal Bonds
SeekingAlpha
Spring Into Summer With Municipals - Municipal May Update
SeekingAlpha
Columbia Threadneedle Fixed Income Monitor: June 2025
SeekingAlpha
As we approach the midpoint of 2025, the bond market presents a complex landscape influenced by policy changes and evolving global macroeconomic conditions.
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| ICLO | -25.70% | $316.83M | 0.19% | |
| USDU | -25.35% | $162.43M | 0.5% | |
| UUP | -24.74% | $201.63M | 0.77% | |
| THTA | -23.22% | $35.69M | 0.61% | |
| FLJH | -18.26% | $87.51M | 0.09% | |
| DXJ | -16.68% | $3.52B | 0.48% | |
| DBJP | -16.67% | $380.91M | 0.45% | |
| PXJ | -14.89% | $25.11M | 0.66% | |
| HEWJ | -14.84% | $360.78M | 0.5% | |
| FLTR | -14.15% | $2.44B | 0.14% | |
| PSCE | -13.83% | $58.36M | 0.29% | |
| FTSL | -13.05% | $2.40B | 0.87% | |
| KBWB | -13.01% | $4.67B | 0.35% | |
| XES | -12.78% | $143.58M | 0.35% | |
| IEZ | -12.59% | $107.80M | 0.4% | |
| OIH | -12.35% | $932.74M | 0.35% | |
| CLOI | -12.10% | $1.05B | 0.4% | |
| FXN | -11.46% | $277.65M | 0.62% | |
| XME | -11.39% | $1.89B | 0.35% | |
| LONZ | -11.36% | $739.79M | 0.63% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| VTEB | 95.22% | $37.78B | 0.03% | |
| TFI | 94.88% | $3.22B | 0.23% | |
| PZA | 93.34% | $2.84B | 0.28% | |
| MUB | 93.25% | $38.64B | 0.05% | |
| MLN | 93.09% | $541.74M | 0.24% | |
| JMUB | 92.64% | $3.05B | 0.18% | |
| CMF | 92.61% | $3.59B | 0.08% | |
| ITM | 92.38% | $1.87B | 0.18% | |
| NYF | 92.32% | $892.18M | 0.25% | |
| MMIT | 90.26% | $1.03B | 0.3% | |
| FMHI | 89.77% | $754.85M | 0.7% | |
| TAXF | 89.21% | $489.34M | 0.29% | |
| SCMB | 88.88% | $2.06B | 0.03% | |
| HYMB | 88.31% | $2.63B | 0.35% | |
| DFNM | 88.05% | $1.57B | 0.17% | |
| HYD | 87.28% | $3.32B | 0.32% | |
| CGMU | 86.70% | $3.36B | 0.27% | |
| HTAB | 86.14% | $411.35M | 0.39% | |
| MUNI | 84.90% | $2.01B | 0.35% | |
| MMIN | 84.74% | $336.10M | 0.3% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| AMT | 42.82% | $104.32B | +14.40% | 3.00% |
| PSA | 42.22% | $52.12B | +3.40% | 4.03% |
| SAFE | 40.63% | $1.13B | -15.86% | 4.43% |
| PFSI | 39.65% | $5.31B | +9.35% | 1.17% |
| SBAC | 39.40% | $25.53B | +23.63% | 1.79% |
| CUBE | 38.73% | $9.81B | -2.78% | 4.79% |
| FAF | 38.31% | $6.45B | +17.52% | 3.43% |
| EXR | 37.64% | $32.21B | -1.57% | 4.25% |
| ELS | 36.85% | $11.78B | -3.08% | 3.23% |
| TU | 36.57% | $24.75B | +7.77% | 7.12% |
| NNN | 36.25% | $8.21B | +3.46% | 5.30% |
| FCPT | 36.14% | $2.72B | +9.94% | 5.20% |
| GTY | 35.52% | $1.55B | +4.64% | 6.67% |
| RKT | 35.40% | $2.21B | +11.17% | 0.00% |
| ES | 35.29% | $23.68B | +12.46% | 4.54% |
| FTS | 34.97% | $23.62B | +20.13% | 3.70% |
| CCI | 34.95% | $44.93B | +6.73% | 5.62% |
| HD | 34.91% | $369.96B | +11.45% | 2.46% |
| MFA | 34.71% | $996.76M | -7.87% | 14.52% |
| LEN.B | 33.80% | $29.15B | -13.24% | 1.81% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| DFDV | -45.10% | $300.56M | +2,130.16% | 0.00% |
| JPM | -26.98% | $811.49B | +39.92% | 1.73% |
| STTK | -25.34% | $40.57M | -77.11% | 0.00% |
| MVO | -24.56% | $66.47M | -37.17% | 21.45% |
| FCNCA | -23.92% | $27.56B | +20.85% | 0.36% |
| KOS | -23.40% | $946.46M | -66.10% | 0.00% |
| RYTM | -23.23% | $4.26B | +63.98% | 0.00% |
| NAT | -22.43% | $567.49M | -32.49% | 10.76% |
| SANM | -21.37% | $5.41B | +52.84% | 0.00% |
| LPG | -21.30% | $1.10B | -33.83% | 0.00% |
| INSW | -20.32% | $1.91B | -29.57% | 1.24% |
| LPLA | -19.81% | $30.11B | +34.76% | 0.32% |
| STNG | -19.78% | $2.14B | -48.70% | 3.80% |
| BFH | -19.45% | $2.79B | +31.92% | 1.39% |
| RES | -19.13% | $1.14B | -17.07% | 3.13% |
| BTU | -18.96% | $1.79B | -37.24% | 2.04% |
| SMHI | -18.96% | $146.08M | -62.64% | 0.00% |
| BKR | -18.45% | $39.46B | +15.55% | 2.22% |
| TRMD | -17.94% | $1.67B | -56.24% | 23.20% |
| NVGS | -17.92% | $1.05B | -15.96% | 1.31% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| AIQ | <0.01% | $3.72B | 0.68% | |
| FV | -0.01% | $3.66B | 0.87% | |
| SFYF | 0.04% | $28.05M | 0.29% | |
| VUG | 0.04% | $175.46B | 0.04% | |
| VIS | 0.05% | $5.84B | 0.09% | |
| TECB | 0.06% | $438.63M | 0.3% | |
| QQQI | -0.06% | $2.61B | 0.68% | |
| CSHI | -0.09% | $532.72M | 0.38% | |
| BBLU | 0.09% | $276.64M | 0.15% | |
| VIXY | -0.09% | $164.54M | 0.85% | |
| DYNF | -0.10% | $19.15B | 0.27% | |
| TPMN | 0.14% | $30.70M | 0.65% | |
| BTC | -0.17% | $4.75B | 0.15% | |
| PVAL | -0.17% | $3.45B | 0.56% | |
| DFVX | -0.20% | $451.09M | 0.19% | |
| GRPM | -0.20% | $455.39M | 0.35% | |
| IUSG | -0.21% | $23.43B | 0.04% | |
| EPS | 0.21% | $1.14B | 0.08% | |
| WEAT | -0.21% | $117.15M | 0.28% | |
| CPNJ | -0.24% | $48.47M | 0.69% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| LBRDK | <0.01% | $14.23B | +82.02% | 0.00% |
| DXPE | -<0.01% | $1.42B | +100.80% | 0.00% |
| MGRC | -0.01% | $2.96B | +14.29% | 1.59% |
| WWD | 0.02% | $14.81B | +42.93% | 0.42% |
| STNE | -0.02% | $4.34B | +32.12% | 0.00% |
| TLYS | -0.02% | $48.24M | -72.08% | 0.00% |
| RUSHA | -0.02% | $4.32B | +32.68% | 1.30% |
| ONON | -0.03% | $17.39B | +46.52% | 0.00% |
| ALLO | 0.03% | $262.48M | -42.31% | 0.00% |
| WDC | -0.04% | $22.95B | +11.91% | 0.15% |
| GRMN | 0.04% | $41.09B | +32.42% | 1.47% |
| SUPV | 0.05% | $839.74M | +64.55% | 1.87% |
| ROKU | -0.05% | $12.67B | +38.71% | 0.00% |
| AM | 0.05% | $8.75B | +23.48% | 4.93% |
| SSP | -0.05% | $277.17M | +3.95% | 0.00% |
| SAND | -0.06% | $2.76B | +67.62% | 0.61% |
| TLPH | -0.06% | $9.25M | -50.98% | 0.00% |
| STM | 0.06% | $28.08B | -22.91% | 1.12% |
| ARM | -0.06% | $163.44B | -8.09% | 0.00% |
| UBS | -0.07% | $110.84B | +14.60% | 1.29% |
Current Value
$49.871 Year Return
Current Value
$49.871 Year Return
FMB - Traded Fund III First Trust Managed Municipal ETF contains 1343 holdings. The top holdings include 3BWBPW3
Name | Weight |
|---|---|
| - | 5.22% |
| - | 0.86% |
3 3BWBPW3NT MAIN STR NAT GAS INC GA GAS SUPPLY REV 4% | 0.78% |
| - | 0.76% |
| - | 0.54% |
| - | 0.52% |
| - | 0.50% |
3 3BYJLM7NT TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV 5.5% | 0.50% |
| - | 0.49% |
| - | 0.48% |
| - | 0.47% |
3 3BRMTV6NT PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.5% | 0.44% |
| - | 0.44% |
3 3BVBXH3NT SOUTHEAST ENERGY AUTH COMMODITY SUPPLY REV ALA 4% | 0.44% |
| - | 0.43% |
| - | 0.41% |
| - | 0.38% |
| - | 0.38% |
| - | 0.34% |
| - | 0.33% |
| - | 0.33% |
3 3BXCNQ6NT NEW YORK N Y 5.25% | 0.33% |
| - | 0.32% |
| - | 0.32% |
| - | 0.32% |
| - | 0.32% |
| - | 0.31% |
| - | 0.30% |
| - | 0.30% |
| - | 0.30% |
Sector | Weight |
|---|---|
