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Columbia Threadneedle Fixed Income Monitor: June 2025
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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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Policy uncertainty and mixed economic signals continue to upend financial markets, generating heightened volatility.
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IBHG: A True 2027 High-Yield Bond Term ETF Rates A Buy
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Today we are positioned to capitalize on areas of the credit market, which should benefit from deregulation, such as banks and select investments in the energy industry.
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For Diversification, Bonds Are Back
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -23.95% | $300.56M | +2,130.16% | 0.00% |
VRCA | -6.85% | $59.96M | -91.36% | 0.00% |
VSA | -5.34% | $8.67M | -19.04% | 0.00% |
NEOG | -5.05% | $1.14B | -65.61% | 0.00% |
K | -3.16% | $27.76B | +41.17% | 2.85% |
AGL | -2.91% | $989.35M | -60.10% | 0.00% |
LITB | -2.66% | $21.24M | -78.57% | 0.00% |
CBOE | -2.29% | $24.23B | +35.36% | 1.09% |
HUSA | -1.17% | $19.66M | -19.53% | 0.00% |
DG | -0.93% | $25.41B | -7.95% | 2.05% |
VHC | -0.67% | $48.19M | +108.24% | 0.00% |
NEUE | -0.58% | $61.24M | +29.92% | 0.00% |
SRRK | 0.12% | $3.38B | +357.53% | 0.00% |
UNH | 0.16% | $279.00B | -37.22% | 2.74% |
LTM | 0.64% | $12.63B | -95.46% | 2.42% |
CPSH | 0.76% | $42.27M | +74.25% | 0.00% |
STG | 1.09% | $30.78M | -22.51% | 0.00% |
STTK | 1.23% | $40.57M | -77.11% | 0.00% |
BTCT | 1.50% | $25.56M | +61.14% | 0.00% |
CASI | 1.56% | $20.61M | -74.66% | 0.00% |
Current Value
$22.461 Year Return
Current Value
$22.461 Year Return
IBHG - iShares iBonds 2027 Term High Yield and Income ETF contains 231 holdings. The top holdings include 5522002
Name | Weight |
---|---|
- | 2.81% |
- | 2.71% |
- | 2.60% |
5 5522002NT CCO HOLDINGS LLC 144A - 5.13 2027-05-01 | 2.26% |
- | 2.02% |
- | 1.97% |
- | 1.54% |
- | 1.47% |
- | 1.38% |
- | 1.25% |
- | 1.23% |
- | 1.21% |
- | 1.08% |
- | 1.08% |
5 5CGRGG0NT CELANESE US HOLDINGS LLC - 6.42 2027-07-15 | 1.07% |
- | 1.06% |
- | 1.03% |
5 5CSNMM7NT ICAHN ENTERPRISES LP - 5.25 2027-05-15 | 1.01% |
- | 1.00% |
- | 0.99% |
- | 0.94% |
- | 0.93% |
- | 0.93% |
- | 0.93% |
5 5CCLMN8NT MPT OPERATING PARTNERSHIP LP / MPT - 5.0 2027-10-15 | 0.93% |
- | 0.92% |
- | 0.92% |
- | 0.88% |
- | 0.88% |
- | 0.84% |
Sector | Weight |
---|---|
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
SRRK | 0.12% | $3.38B | +357.53% | 0.00% |
UNH | 0.16% | $279.00B | -37.22% | 2.74% |
NEUE | -0.58% | $61.24M | +29.92% | 0.00% |
LTM | 0.64% | $12.63B | -95.46% | 2.42% |
VHC | -0.67% | $48.19M | +108.24% | 0.00% |
CPSH | 0.76% | $42.27M | +74.25% | 0.00% |
DG | -0.93% | $25.41B | -7.95% | 2.05% |
STG | 1.09% | $30.78M | -22.51% | 0.00% |
HUSA | -1.17% | $19.66M | -19.53% | 0.00% |
STTK | 1.23% | $40.57M | -77.11% | 0.00% |
BTCT | 1.50% | $25.56M | +61.14% | 0.00% |
CASI | 1.56% | $20.61M | -74.66% | 0.00% |
ZCMD | 1.69% | $29.55M | -8.59% | 0.00% |
UUU | 2.06% | $7.17M | +101.30% | 0.00% |
CBOE | -2.29% | $24.23B | +35.36% | 1.09% |
SAVA | 2.35% | $97.10M | -81.34% | 0.00% |
DOGZ | 2.53% | $121.58M | -48.38% | 0.00% |
LITB | -2.66% | $21.24M | -78.57% | 0.00% |
RLX | 2.71% | $2.13B | +27.17% | 0.42% |
AGL | -2.91% | $989.35M | -60.10% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -61.61% | $99.63M | 0.59% | |
VIXY | -59.39% | $164.54M | 0.85% | |
BTAL | -41.91% | $296.22M | 1.43% | |
IVOL | -16.11% | $347.03M | 1.02% | |
USDU | -13.54% | $162.43M | 0.5% | |
KCCA | -12.63% | $109.43M | 0.87% | |
TBLL | -11.85% | $2.13B | 0.08% | |
CLIP | -10.92% | $1.51B | 0.07% | |
XONE | -9.42% | $625.28M | 0.03% | |
UUP | -9.12% | $201.63M | 0.77% | |
FTSD | -7.27% | $231.81M | 0.25% | |
BILZ | -5.68% | $821.74M | 0.14% | |
XHLF | -5.43% | $1.73B | 0.03% | |
BILS | -5.26% | $3.81B | 0.1356% | |
FXY | -4.60% | $816.38M | 0.4% | |
ULST | -3.07% | $654.75M | 0.2% | |
WEAT | 0.08% | $117.15M | 0.28% | |
BIL | 0.12% | $42.24B | 0.1356% | |
XBIL | 0.23% | $783.90M | 0.15% | |
TFLO | 0.61% | $6.82B | 0.15% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
WEAT | 0.08% | $117.15M | 0.28% | |
BIL | 0.12% | $42.24B | 0.1356% | |
XBIL | 0.23% | $783.90M | 0.15% | |
TFLO | 0.61% | $6.82B | 0.15% | |
TPMN | 0.88% | $30.70M | 0.65% | |
SPTS | 0.96% | $5.80B | 0.03% | |
CTA | 1.28% | $1.06B | 0.76% | |
SGOV | 1.67% | $49.21B | 0.09% | |
BSMW | 1.90% | $107.45M | 0.18% | |
GBIL | 2.58% | $6.37B | 0.12% | |
ULST | -3.07% | $654.75M | 0.2% | |
UTWO | 3.84% | $379.52M | 0.15% | |
CORN | 4.01% | $44.67M | 0.2% | |
SCHO | 4.35% | $11.03B | 0.03% | |
CANE | 4.53% | $10.37M | 0.29% | |
FXY | -4.60% | $816.38M | 0.4% | |
SHV | 4.90% | $20.64B | 0.15% | |
VGSH | 4.97% | $22.80B | 0.03% | |
IBTG | 5.22% | $1.92B | 0.07% | |
BILS | -5.26% | $3.81B | 0.1356% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 68.19% | $103.22B | +45.48% | 0.54% |
BNT | 68.01% | $12.59B | +45.18% | 0.00% |
MCO | 67.93% | $89.43B | +16.70% | 0.72% |
NMAI | 66.61% | - | - | 10.88% |
NCV | 65.26% | - | - | 6.48% |
STWD | 65.15% | $7.04B | +9.61% | 9.23% |
TRU | 64.95% | $17.59B | +19.24% | 0.48% |
ARCC | 64.94% | $15.07B | - | 8.60% |
NCZ | 64.78% | - | - | 6.30% |
OUT | 64.56% | $2.86B | +18.23% | 5.29% |
FSK | 64.55% | - | - | 11.97% |
NMFC | 64.36% | - | - | 12.34% |
SPGI | 64.34% | $161.21B | +16.95% | 0.71% |
WDI | 64.31% | - | - | 11.98% |
PFG | 64.03% | $18.05B | +1.71% | 3.65% |
MORN | 63.99% | $13.12B | +3.02% | 0.55% |
SEIC | 63.66% | $11.45B | +40.10% | 1.06% |
NLY | 63.32% | $11.69B | +1.95% | 13.91% |
MAIN | 63.29% | $5.36B | +18.52% | 4.90% |
BLK | 63.20% | $165.86B | +35.67% | 1.93% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BBHY | 90.06% | $604.50M | 0.07% | |
HYDB | 88.83% | $1.48B | 0.35% | |
USHY | 88.76% | $23.83B | 0.08% | |
HYLB | 88.29% | $4.00B | 0.05% | |
HYGV | 88.25% | $1.23B | 0.37% | |
HYG | 88.09% | $17.44B | 0.49% | |
JNK | 88.03% | $7.87B | 0.4% | |
SPHY | 87.94% | $8.66B | 0.05% | |
SHYG | 87.88% | $6.62B | 0.3% | |
SJNK | 87.83% | $4.63B | 0.4% | |
HYS | 87.46% | $1.46B | 0.56% | |
FALN | 87.32% | $1.82B | 0.25% | |
ANGL | 86.48% | $2.95B | 0.25% | |
SCYB | 86.11% | $1.16B | 0.03% | |
PHB | 85.59% | $350.09M | 0.5% | |
BSJQ | 84.92% | $1.04B | 0.42% | |
GHYB | 84.78% | $93.07M | 0.15% | |
HYLS | 84.00% | $1.69B | 1.02% | |
NUHY | 83.92% | $95.27M | 0.31% | |
FLHY | 82.46% | $640.99M | 0.4% |