SeekingAlpha
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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International travel plays a key role in the stability of the municipal bond market. Read more here.
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SHYD - Perfectly Adequate, Just Not Good Enough I Think
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Policy uncertainty and mixed economic signals continue to upend financial markets, generating heightened volatility.
SeekingAlpha
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.
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| PFSI | 28.79% | $5.31B | +9.35% | 1.17% |
| BCSF | 28.76% | $982.76M | -8.13% | 11.09% |
| TRTX | 28.16% | $645.25M | -5.83% | 11.90% |
| NMFC | 27.97% | - | - | 12.34% |
| FDUS | 27.70% | - | - | 8.34% |
| PFLT | 27.47% | - | - | 11.74% |
| ARI | 26.69% | $1.38B | +1.54% | 10.07% |
| UMH | 26.66% | $1.44B | +6.26% | 5.07% |
| FAF | 26.58% | $6.45B | +17.52% | 3.43% |
| NNN | 26.02% | $8.21B | +3.46% | 5.30% |
| PSA | 25.59% | $52.12B | +3.40% | 4.03% |
| SUI | 25.37% | $16.40B | +12.78% | 3.01% |
| AMT | 25.35% | $104.32B | +14.40% | 3.00% |
| CGBD | 25.32% | - | - | 11.62% |
| RWAY | 24.93% | $402.98M | -6.89% | 13.49% |
| ORC | 24.64% | $757.38M | -14.77% | 20.08% |
| CUBE | 24.50% | $9.81B | -2.78% | 4.79% |
| CWEN | 24.39% | $3.77B | +31.19% | 5.35% |
| CWEN.A | 24.32% | $3.56B | +34.52% | 5.66% |
| MFA | 24.16% | $996.76M | -7.87% | 14.52% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| ICLO | -29.66% | $316.83M | 0.19% | |
| THTA | -18.72% | $35.69M | 0.61% | |
| USDU | -17.26% | $162.43M | 0.5% | |
| CLOI | -15.38% | $1.05B | 0.4% | |
| KMLM | -13.12% | $188.90M | 0.9% | |
| IBHE | -12.68% | $553.36M | 0.35% | |
| FTSL | -11.64% | $2.40B | 0.87% | |
| UUP | -11.46% | $201.63M | 0.77% | |
| FLTR | -10.72% | $2.44B | 0.14% | |
| LONZ | -9.64% | $739.79M | 0.63% | |
| FLJH | -9.53% | $87.51M | 0.09% | |
| FLRN | -8.14% | $2.76B | 0.15% | |
| DBJP | -7.90% | $380.91M | 0.45% | |
| SMIN | -7.53% | $938.48M | 0.75% | |
| HEWJ | -7.37% | $360.78M | 0.5% | |
| INDA | -7.02% | $10.07B | 0.62% | |
| DXJ | -6.89% | $3.52B | 0.48% | |
| INDY | -6.11% | $720.26M | 0.89% | |
| EPI | -6.07% | $3.39B | 0.85% | |
| FLOT | -5.87% | $8.93B | 0.15% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| SUB | 66.94% | $9.91B | 0.07% | |
| FMB | 66.85% | $1.90B | 0.65% | |
| PZA | 66.06% | $2.84B | 0.28% | |
| ITM | 66.03% | $1.87B | 0.18% | |
| CMF | 65.30% | $3.59B | 0.08% | |
| FMHI | 64.76% | $754.85M | 0.7% | |
| MLN | 64.39% | $541.74M | 0.24% | |
| DFNM | 64.34% | $1.57B | 0.17% | |
| NYF | 64.29% | $892.18M | 0.25% | |
| MMIT | 64.00% | $1.03B | 0.3% | |
| HYMB | 63.42% | $2.63B | 0.35% | |
| TFI | 63.38% | $3.22B | 0.23% | |
| MINO | 62.31% | $320.08M | 0.39% | |
| SHM | 61.86% | $3.41B | 0.2% | |
| VTEB | 61.86% | $37.78B | 0.03% | |
| HYD | 61.80% | $3.32B | 0.32% | |
| SMMU | 60.34% | $892.02M | 0.35% | |
| MUB | 59.95% | $38.64B | 0.05% | |
| JMUB | 59.91% | $3.05B | 0.18% | |
| TAXF | 59.10% | $489.34M | 0.29% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| VFH | -0.01% | $12.51B | 0.09% | |
| IYF | 0.03% | $3.87B | 0.39% | |
| SLX | 0.13% | $71.22M | 0.56% | |
| JBBB | 0.14% | $1.30B | 0.48% | |
| PPA | -0.17% | $5.72B | 0.57% | |
| XSD | -0.23% | $1.29B | 0.35% | |
| IEO | 0.30% | $491.79M | 0.4% | |
| EPHE | -0.31% | $109.78M | 0.59% | |
| XAR | -0.33% | $3.60B | 0.35% | |
| FNCL | -0.34% | $2.30B | 0.084% | |
| RSPG | 0.37% | $428.86M | 0.4% | |
| SNSR | 0.48% | $225.36M | 0.68% | |
| RDVI | 0.48% | $2.04B | 0.75% | |
| AMDY | 0.49% | $168.98M | 1.23% | |
| XLF | -0.53% | $50.10B | 0.09% | |
| PEJ | 0.55% | $341.07M | 0.57% | |
| IWMY | 0.56% | $119.32M | 1.02% | |
| IYT | -0.56% | $688.88M | 0.39% | |
| QMOM | 0.57% | $328.64M | 0.29% | |
| PTLC | 0.60% | $3.32B | 0.6% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| TPC | -0.01% | $2.50B | +117.81% | 0.00% |
| WTW | 0.02% | $30.19B | +16.95% | 1.18% |
| NGVT | -0.02% | $1.71B | +9.45% | 0.00% |
| EGBN | 0.03% | $624.86M | +11.13% | 4.57% |
| UBS | -0.03% | $110.84B | +14.60% | 1.29% |
| PODD | 0.03% | $21.23B | +53.32% | 0.00% |
| RDDT | -0.03% | $29.40B | +116.44% | 0.00% |
| AFYA | 0.03% | $1.59B | +2.33% | 0.00% |
| WBTN | 0.04% | $1.22B | -53.77% | 0.00% |
| COUR | 0.04% | $1.36B | +19.86% | 0.00% |
| BBW | 0.04% | $698.60M | +111.14% | 1.60% |
| SE | 0.04% | $81.66B | +109.01% | 0.00% |
| AVAV | -0.04% | $11.23B | +44.59% | 0.00% |
| ENS | 0.04% | $3.47B | -12.08% | 1.05% |
| SBLK | -0.05% | $2.10B | -28.18% | 7.96% |
| LASR | -0.06% | $970.74M | +76.26% | 0.00% |
| ATRO | -0.06% | $1.15B | +59.46% | 0.00% |
| PSFE | 0.06% | $779.64M | -25.93% | 0.00% |
| AVDL | 0.07% | $853.63M | -39.37% | 0.00% |
| RGA | -0.07% | $12.96B | -4.29% | 1.82% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| DFDV | -49.12% | $300.56M | +2,130.16% | 0.00% |
| STTK | -32.01% | $40.57M | -77.11% | 0.00% |
| RYTM | -25.63% | $4.26B | +63.98% | 0.00% |
| MVO | -19.72% | $66.47M | -37.17% | 21.45% |
| AGL | -19.66% | $989.35M | -60.10% | 0.00% |
| PCRX | -17.51% | $1.07B | +7.16% | 0.00% |
| MFIN | -17.30% | - | - | 4.56% |
| KOS | -16.37% | $946.46M | -66.10% | 0.00% |
| FATE | -16.03% | $128.39M | -64.56% | 0.00% |
| RXST | -15.84% | $533.97M | -76.94% | 0.00% |
| RPAY | -15.19% | $437.18M | -47.98% | 0.00% |
| PRPH | -14.57% | $16.77M | -88.88% | 0.00% |
| KRNT | -14.24% | $893.86M | +32.71% | 0.00% |
| SPWH | -13.73% | $126.83M | +56.87% | 0.00% |
| LPG | -13.54% | $1.10B | -33.83% | 0.00% |
| UNH | -13.17% | $279.00B | -37.22% | 2.74% |
| SMHI | -12.68% | $146.08M | -62.64% | 0.00% |
| BKR | -12.50% | $39.46B | +15.55% | 2.22% |
| INFY | -12.39% | $78.43B | -2.53% | 2.67% |
| MMYT | -12.11% | $12.21B | +6.01% | 0.00% |
SHYD - VanEck Short High Yield Muni ETF contains 456 holdings. The top holdings include 3BWBST5, 3BWBST6
Name | Weight |
|---|---|
| - | 1.96% |
3 3BWBST5NT PUERTO RICO COMWLTH 5.75% | 1.30% |
| - | 1.25% |
3 3BWBST6NT PUERTO RICO COMWLTH 4% | 1.19% |
| - | 0.96% |
3 3BWBST4NT PUERTO RICO COMWLTH 5.625% | 0.95% |
| - | 0.81% |
| - | 0.78% |
| - | 0.74% |
| - | 0.73% |
| - | 0.69% |
| - | 0.63% |
| - | 0.63% |
| - | 0.63% |
| - | 0.62% |
| - | 0.62% |
| - | 0.61% |
| - | 0.61% |
| - | 0.61% |
| - | 0.60% |
3 3BVYZX7NT BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 4% | 0.60% |
| - | 0.59% |
| - | 0.58% |
| - | 0.57% |
| - | 0.56% |
| - | 0.55% |
| - | 0.54% |
| - | 0.53% |
| - | 0.52% |
| - | 0.48% |
Sector | Weight |
|---|---|
