SeekingAlpha
Columbia Threadneedle Fixed-Income Monitor: April 2025
SeekingAlpha
After the initial rise in yields to start the year, economic numbers supporting a slowing economy began to take hold.
SeekingAlpha
Trump 2.0 has many complaining and hopefully thinking about better ways to do things instead of following the status quo.
SeekingAlpha
By Aditi GuptaMunicipal bond yields have become attractive to US taxpayers, in our view.
SeekingAlpha
In this article, we consider the current environment and congressional discussions related to the potential removal or cap of the municipal tax exemption.
SeekingAlpha
U.S. Federal government debt has reached the level where interest payments are now the largest single line item.
Current Value
$26.641 Year Return
Current Value
$26.641 Year Return
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
MEAR | 51.39% | $947.16M | 0.25% | |
SMB | 43.61% | $262.32M | 0.07% | |
DFNM | 42.55% | $1.51B | 0.17% | |
SCHJ | 41.64% | $510.38M | 0.03% | |
FSIG | 41.61% | $1.22B | 0.55% | |
AGZ | 40.54% | $636.07M | 0.2% | |
VTIP | 40.15% | $14.63B | 0.03% | |
DFSD | 39.80% | $4.38B | 0.16% | |
STPZ | 39.46% | $448.72M | 0.2% | |
SHYM | 39.39% | $301.08M | 0.35% | |
VRIG | 39.32% | $1.30B | 0.3% | |
CEMB | 39.30% | $376.16M | 0.5% | |
MLN | 38.91% | $514.10M | 0.24% | |
BSCS | 38.35% | $2.47B | 0.1% | |
IBMP | 37.76% | $507.72M | 0.18% | |
LMBS | 37.65% | $4.87B | 0.64% | |
LDSF | 37.65% | $116.23M | 0.75% | |
NEAR | 37.51% | $3.21B | 0.25% | |
FTSM | 37.49% | $6.62B | 0.45% | |
BSCT | 37.47% | $1.90B | 0.1% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
FMTO | 37.37% | $324.60K | -99.77% | 0.00% |
HLN | 31.06% | $43.48B | +17.87% | 0.53% |
WDI | 29.83% | - | - | 13.64% |
NGG | 27.53% | $64.24B | +1.44% | 5.26% |
NMAI | 26.76% | - | - | 14.88% |
FAX | 25.88% | - | - | 8.93% |
VOD | 25.85% | $21.08B | +0.96% | 8.41% |
BFAM | 24.92% | $6.65B | +3.82% | 0.00% |
BTI | 24.24% | $89.00B | +39.35% | 7.26% |
ARR | 23.78% | $1.13B | -24.57% | 20.48% |
AGNC | 23.41% | $7.43B | -13.53% | 17.82% |
SBAC | 23.04% | $22.92B | +3.49% | 1.91% |
AEP | 22.67% | $57.43B | +24.47% | 3.50% |
RPT | 22.66% | $116.83M | -35.77% | 9.88% |
NYMT | 22.60% | $481.37M | -24.82% | 15.07% |
AWK | 22.59% | $27.92B | +21.50% | 2.13% |
EFC | 22.47% | $1.05B | +2.22% | 13.49% |
UAN | 22.38% | $717.04M | -15.20% | 9.96% |
AMT | 22.35% | $97.52B | +16.61% | 3.11% |
PPL | 22.21% | $25.28B | +27.90% | 3.05% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
QQA | -23.45% | $187.02M | 0.29% | |
RSPA | -18.88% | $282.29M | 0.29% | |
USDU | -17.93% | $216.58M | 0.5% | |
UUP | -16.69% | $258.38M | 0.77% | |
CPSJ | -15.50% | $32.66M | 0.69% | |
IGBH | -10.52% | $100.03M | 0.14% | |
VNM | -9.87% | $348.74M | 0.7% | |
CPRJ | -9.55% | $47.87M | 0.69% | |
EFAA | -8.74% | $107.89M | 0.39% | |
TUR | -8.39% | $154.05M | 0.59% | |
XRT | -7.78% | $656.42M | 0.35% | |
KMLM | -7.37% | $204.38M | 0.9% | |
DBMF | -6.38% | $1.12B | 0.85% | |
HEWJ | -6.24% | $354.70M | 0.5% | |
DBJP | -6.12% | $336.09M | 0.45% | |
FLJH | -6.06% | $81.68M | 0.09% | |
EQLS | -5.64% | $4.92M | 1% | |
XSD | -5.36% | $1.01B | 0.35% | |
DXJ | -4.96% | $2.92B | 0.48% | |
DBO | -4.90% | $171.09M | 0.77% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
KBE | -<0.01% | $1.58B | 0.35% | |
IVOO | 0.01% | $2.35B | 0.07% | |
SPYG | 0.01% | $30.07B | 0.04% | |
FNDA | 0.01% | $8.38B | 0.25% | |
BITQ | -0.02% | $147.30M | 0.85% | |
IGPT | -0.02% | $374.42M | 0.58% | |
USEP | -0.03% | $129.05M | 0.79% | |
IBUY | 0.04% | $133.72M | 0.65% | |
GSSC | 0.06% | $489.81M | 0.2% | |
SPGP | 0.06% | $2.91B | 0.36% | |
PBW | -0.07% | $196.77M | 0.65% | |
QQQH | 0.08% | $290.25M | 0.68% | |
IYT | 0.09% | $578.21M | 0.39% | |
SDVY | 0.10% | $7.43B | 0.59% | |
TPSC | -0.11% | $173.07M | 0.52% | |
MDY | 0.13% | $20.93B | 0.24% | |
PSFF | -0.13% | $416.56M | 0.88% | |
WTAI | -0.14% | $161.06M | 0.45% | |
IUSG | -0.14% | $19.54B | 0.04% | |
QQQ | -0.15% | $297.63B | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
STTK | -25.78% | $43.41M | -90.57% | 0.00% |
HQY | -18.77% | $6.91B | -0.68% | 0.00% |
SUNS | -18.21% | $109.79M | -27.61% | 11.26% |
ROG | -17.96% | $1.02B | -51.90% | 0.00% |
OEC | -17.50% | $639.62M | -54.89% | 0.72% |
UA | -17.09% | $2.14B | -22.07% | 0.00% |
SW | -17.04% | $21.02B | -12.87% | 2.64% |
FIGS | -17.01% | $646.83M | -22.42% | 0.00% |
CAMT | -16.99% | $2.62B | -29.10% | 0.00% |
UAA | -16.23% | $2.24B | -21.69% | 0.00% |
CPRI | -16.15% | $1.73B | -64.12% | 0.00% |
LFUS | -16.04% | $3.77B | -36.09% | 1.80% |
FIZZ | -16.03% | $4.11B | +0.53% | 0.00% |
SANM | -15.61% | $4.05B | +26.10% | 0.00% |
FIVE | -15.53% | $3.40B | -62.10% | 0.00% |
AMZN | -15.26% | $1.92T | -4.14% | 0.00% |
SCVL | -15.13% | $526.64M | -42.75% | 2.90% |
SPT | -15.09% | $1.15B | -64.79% | 0.00% |
ZTO | -15.02% | $10.46B | -12.44% | 3.93% |
CBRL | -14.63% | $867.61M | -33.71% | 5.18% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
OUT | <0.01% | $2.37B | -10.80% | 6.36% |
NVDA | <0.01% | $2.62T | +18.71% | 0.04% |
CRGY | <0.01% | $1.43B | -37.30% | 6.33% |
TXG | -0.01% | $941.73M | -78.82% | 0.00% |
AESI | 0.01% | $1.66B | -43.43% | 6.95% |
GTE | -0.01% | $134.58M | -54.16% | 0.00% |
SHC | -0.01% | $3.00B | -7.18% | 0.00% |
ZUMZ | -0.02% | $259.03M | -9.08% | 0.00% |
EFSC | 0.02% | $1.72B | +22.17% | 2.38% |
APEI | -0.02% | $422.00M | +81.78% | 0.00% |
HROW | -0.02% | $836.98M | +77.98% | 0.00% |
MMS | -0.03% | $3.82B | -15.98% | 1.78% |
MS | 0.03% | $171.90B | +22.73% | 3.52% |
CHCT | 0.03% | $431.89M | -39.50% | 12.09% |
VST | -0.03% | $37.17B | +51.75% | 0.80% |
LAND | 0.03% | $330.00M | -29.63% | 6.12% |
AXTA | -0.04% | $6.59B | -7.10% | 0.00% |
DE | 0.04% | $120.56B | +7.59% | 1.39% |
SYNA | 0.04% | $1.86B | -48.71% | 0.00% |
TEX | -0.04% | $2.27B | -46.85% | 1.99% |
IBMN - iShares iBonds Dec 2025 Term Muni Bond ETF contains 1382 holdings. The top holdings include
Name | Weight |
---|---|
- | 0.78% |
- | 0.65% |
- | 0.59% |
- | 0.54% |
- | 0.54% |
- | 0.54% |
- | 0.52% |
- | 0.52% |
- | 0.49% |
- | 0.48% |
- | 0.48% |
- | 0.46% |
- | 0.45% |
- | 0.45% |
- | 0.44% |
- | 0.44% |
- | 0.44% |
- | 0.43% |
- | 0.43% |
- | 0.43% |
- | 0.42% |
- | 0.42% |
- | 0.39% |
- | 0.39% |
- | 0.37% |
- | 0.36% |
- | 0.35% |
- | 0.34% |
- | 0.34% |
- | 0.34% |
Sector | Weight |
---|---|