iShares Core U.S. Aggregate Bond ETF

AGG tracks an index of US investment-grade bonds. The market-weighted index includes Treasuries, agencies, CMBS, ABS and investment-grade corporates.

Direxion Daily 20+ Year Treasury Bull 3X Shares

Direxion Daily 7-10 Year Treasury Bull 3x Shares

Interest rates have been rising and yields have followed the same path. So traders bullish on bonds have essentially been seeing a repeat of 2022's weakness.

Fed Pause Bringing Some Bulls Back to Bonds

Blackrock Flexible Income ETF

iShares iBoxx High Yield Corporate Bond ETF

The chief investment officer of fixed income sees a strategic advantage in his actively managed fixed income ETFs.

Why BlackRock's Rick Rieder says investors 'underestimate' active fixed income ETFs

SPDR Bloomberg 1-3 Month T-Bill ETF

iShares Russell 2000 ETF

Invesco Nasdaq 100 ETF

iShares 1-3 Year Treasury Bond ETF

SPDR S&P 500 ETF Trust

Financial Select Sector SPDR Fund

During LSEG Lipper's fund flows week that ended November 1, 2023, investors were overall net purchasers of fund assets for the second week in a row, adding a net $53.3 billion. Exchange-traded equity funds recorded $7.8 billion in weekly net inflows, their fifth straight week of attracting new capital.

U.S. Weekly Fund Flows Insight Report: Equity ETFs Attract $7.8 Billion In Inflows, While Mutual Funds Suffer $6.8 Billion In Outflows

iShares Global Clean Energy ETF

iShares U.S. Home Construction ETF

iShares MSCI Saudi Arabia ETF

SPDR S&P North American Natural Resources ETF

First Trust NASDAQ Clean Edge Green Energy Index Fund

iShares Mortgage Real Estate ETF

Invesco Solar ETF

iShares 20+ Year Treasury Bond ETF

Global X Uranium ETF

United States Oil Fund LP

SPDR S&P Homebuilders ETF

Hello! This week's ETF Wrap digs into where investors put their money in October, and how November is shaping up in markets after the Federal Reserve's decision on interest rates.

Short-term bonds dominate fixed-income ETF flows again in October — with a single fund getting outsize portion of investors' money

Schwab US TIPS ETF

Schwab High Yield Bond ETF

Vanguard Intermediate-Term Treasury ETF

Vanguard Long-Term Treasury ETF

Hello! This week's ETF Wrap gives you a look at the findings in Charles Schwab's latest annual ETF survey as well as how Thursday's economic data rippled through the bond market.

Millennials seem to dig bond ETFs despite volatile fixed-income market, Charles Schwab finds

Vanguard Total Bond Market ETF

Neos Enhanced Income Aggregate Bond Etf

Neos Enhanced Income Cash Alternative Etf

Neos S&P 500 High Income ETF

Analysts and economists currently forecast for increased economic slowing heading into next year. Optimizing income from core exposures through enhanced tax efficiency allows for the potential of greater returns capture in risky markets.

Make Your Income Count in Challenging Markets With NEOS

iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF

iShares Russell Top 200 Growth ETF

iShares MBS ETF

Invesco QQQ

Utilities Select Sector SPDR Fund

During LSEG Lipper's fund-flows week that ended October 18, 2023, investors were overall net sellers of fund assets for the fourth week in five, removing a net $106.3 billion. Exchange-traded equity funds recorded $2.2 billion in weekly net inflows, the third straight week of attracting new capital.

U.S. Weekly FundFlows Insight Report: Largest Weekly Outflow Since June 11, 2008 - Led By Money Market Funds (-$97.5 Billion)

iShares iBoxx $ Investment Grade Corporate Bond ETF

Rising Treasury yields helped provoke a frenzy of trading in a popular bond exchange-traded fund this week as dip buyers battled with bears on the cusp of a critical threshold for markets.

Popular Treasury ETF sees record-setting trading frenzy as surging yields rattle bond market

Capital Group Core Bond ETF

RiverFront Strategic Income Fund

T Rowe Price US High Yield ETF

Bond investments remain in focus for many advisors given the geopolitical and monetary policy uncertainties. The recent yield on the 10-year Treasury of 5.0% was at levels we have not seen since the Sopranos was on TV.

Chart of the Week: Bonds in Focus

iShares 7-10 Year Treasury Bond ETF

iShares 10-20 Year Treasury Bond ETF

The iShares 20+ Year Treasury Bond ETF continued to decline on Wednesday, dropping to another round of 16-year lows as U.S. Treasurys saw renewed selling.

U.S. Treasury bond rout deepens as popular fixed-income ETFs touch decade-plus lows

SPDR Bloomberg High Yield Bond ETF

Junk bond ETFs fell Thursday after the latest inflation report, but have gains this year on a total return basis

Investors shun high-yield debt ETFs despite gains as broader bond market stumbles

PIMCO Active Bond ETF

Fidelity Total Bond ETF

iShares Core Total USD Bond Market ETF

JPMorgan Core Plus Bond ETF

T Rowe Price Total Return ETF

USAA Core Intermediate-Term Bond ETF

Bond ETFs represent approximately 20% of the industry assets. Yet they have gathered more than 40% share of the net inflows in the first nine months of 2023.

Chart of the Week: Benefits of Active and Passive Bond Funds

iShares MSCI Emerging Markets ETF

iShares Core S&P 500 ETF

JPMorgan Global Select Equity ETF

During LSEG Lipper's fund-flows week that ended October 4, 2023, investors were overall net purchasers of fund assets for the first week in three, adding a net $32.9 billion. The Bloomberg U.S. Aggregate Bond Total Return Index logged its third straight weekly loss. Exchange-traded equity funds recorded $4.7 billion in weekly net inflows, marking the first weekly inflow in three.

U.S. Weekly Fund-Flows Insight Report: Taxable Fixed Income Funds Top Last Week's 2023 Outflow Record

Advisors and investors face a number of challenges in an environment of rising rates and recession risk. Optimizing income across core exposures to meet the challenges ahead could prove advantageous.

Increase Tax-Efficient Income Across Core Exposures With NEOS

The unpredictability of interest rates makes it risky to own fixed income investments that need falling rates to deliver a good total return. AGG dividends correlate well with a trailing 24-month average of the 10-year Treasury yield. Distributions are expected to increase as older low-coupon debt matures out of the portfolio.

AGG: A Core Bond Fund Providing Safety In An Uncertain Rate Environment

Still, a repeat gauge of sales for August shows that commercial real-estate values fell about 11.3% from peak July 2020 levels, with some sectors down 20%, according to CoStar data.

Commercial real-estate values slide 11%. Surge in 10-year Treasury yields won't help, Barclays says.

U.S. companies binged on debt when rates were super low, so they wouldn't have to swallow the bitter pill of higher borrowing costs down the road.

An ‘iceberg' awaits with only 10% of the junk-bond market feeling the pinch of higher rates, says BofA Global

A key fund that mirrors the performance of the $55 trillion U.S. bond market was trading on Thursday on the cusp of its lowest close since 2008.

A key proxy for the $55 trillion U.S. bond market is on the cusp of its lowest close since 2008

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

The Fed's revelation of another likely interest rate hike this year continues to weigh heavily on markets. As equities and bonds fell in September, the non-correlated iMGP DBi Managed Futures Strategy ETF (DBMF) climbed, proving the value of diversification.

Invest for Changing Tides: DBMF Climbs As Equities, Bonds Fall

The Fed may have held rates at this month's FOMC meeting but indicated the potential for one more hike before the year's end. Advisors and investors looking to optimize their bond exposures in a higher-for-longer rate environment should consider the  NEOS Enhanced Income Aggregate Bond ETF (BNDI).

Look to BNDI for Bond Exposures in a High Rate Environment

U.S. households have made big moves in the roughly $25 trillion U.S. Treasury market since the Federal Reserve began its campaign of rate hikes last year.

Households pounce on $25 trillion Treasury market as yields jump

Confidence is returning to the bond markets and one sign is corporations' willingness to start taking on debt again with new issuance. While inflation is still high, the expectation is that the Federal Reserve will eventually lessen the pace of interest rate hikes.

Get Active Exposure as Corporate Confidence Returns in Bonds

Rising rates have taken their toll on bond prices this year, pushing yields ever higher. As the Fed rate hiking cycle eases in the latter part of the year, bonds look increasingly attractive.

Buying Back Into Bonds? BNDI Offers Better Returns

Long-duration bonds are great winners after the Fed's pause, based on historical evidence from the latest cycles. The outcome is different for soft or hard lending; however, both narratives tend to be bullish for bonds in the very first months after a Fed pause or cycle end. Nominal yields had been driven by the increase in real yields as a result of "higher for longer" mantra and the resilient economy, which is probably not so resilient.

AGG And TLT: Real Yields Near ATH Reveal The Opportunity

Vanguard Intermediate-Term Bond ETF

Vanguard Short-Term Bond ETF

SPDR Gold Trust

iShares TIPS Bond ETF

Vanguard Materials ETF

Vanguard Small-Cap ETF

Vanguard Energy ETF

Vanguard Financials ETF

Vanguard Real Estate ETF

Vanguard Mid-Cap ETF

Vanguard Utilities ETF

Vanguard Total Stock Market ETF

Vanguard Short-Term Inflation-Protected Securities ETF

Vanguard Value ETF

Vanguard Growth ETF

Inflation above 2% has a negative impact on stock prices; the Vanguard Total Stock Market ETF has averaged poor performance during such years. Various sub-sectors of the stock market and sectors of the bond market are affected differently by high inflation. My data shows that energy, utilities, and gold stocks tend to perform well during periods of high inflation, while value category funds outperform growth category funds.

News for iShares Core U.S. Aggregate Bond ETF ETF (AGG)