BFIX
Build Bond Innovation ETF
| NAV: $24.96 |
| Market Price: $24.97 |
| NAV Change: -$0.04 / -0.15% |
| Market Price Change: -$0.05 / -0.18% |
Fund Objective
The Build Bond Innovation ETF is an actively-managed bond fund that seeks risk mitigation and growth via a mix of fixed income and equity options. The ETF typically has 90% to 95% of its holdings in investment grade bonds, with the remaining assets seeking upside by using a long only options overlay. The fund is designed to be used as a core bond complement. It seeks to outperform the Bloomberg US Aggregate Bond Index over a full market cycle without taking on excess risk.
BFIX Received a 4-Star Overall Morningstar Rating™
Overall rating out of 528 Short-Term Bond funds as of February 28, 2025.
Growth of $10,000
Data since Fund inception. Fund performance shown at NAV. Index defined in disclosure section below.
Fund Overviewas of 2025-03-21
| Ticker Symbol: | BFIX |
| Gross Expense Ratio: | 0.50% |
| NAV: | $24.96 |
| NAV Change: | -$0.04 / -0.15% |
| Market Price: | $24.97 |
| Market Price Change: | -$0.05 / -0.18% |
| CUSIP: | 12009B101 |
| Total Assets: | $6,865,061.82 |
| Shares Outstanding: | 275000 |
| Inception Date: | 2022-02-09 |
| Premium Discount: | 0.02% |
| 30 Day Median Bid Ask Spread: | 0.44% |
Monthly Fund Performanceas of 2025-02-28Cumulative
| 1mo | 3mo | 6mo | 1yr | Since Inception | |
|---|---|---|---|---|---|
| NAV | 0.38% | 0.39% | 6.76% | 12.82% | 10.99% |
| Market Price | 0.37% | 0.32% | 6.68% | 12.75% | 11.01% |
| Bloomberg US Agg Total Return | 2.20% | 1.06% | 0.93% | 5.81% | -1.32% |
Annualized
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| NAV | 12.82% | 3.67% | - | 3.48% |
| Market Price | 12.75% | 3.64% | - | 3.48% |
Quarterly Fund Performanceas of 2024-12-31Cumulative
| 1mo | 3mo | 6mo | 1yr | Since Inception | |
|---|---|---|---|---|---|
| NAV | -0.51% | 3.69% | 9.11% | 12.74% | 10.00% |
| Market Price | -0.54% | 3.69% | 9.10% | 12.94% | 10.06% |
| Bloomberg US Agg Total Return | -1.64% | -3.06% | 1.98% | 1.25% | -3.96% |
Annualized
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| NAV | 12.74% | - | - | 3.35% |
| Market Price | 12.94% | - | - | 3.37% |
NAV, or Net Asset Value: The dollar value of a single share, based on the value of the underlying assets of the fund minus its liabilities, divided by the number of shares outstanding. Calculated at the end of each business day. Market Price: The current price at which shares are bought and sold. Market returns are based upon the last trade price.
Distribution Information
| Distribution Information |
|---|
| Distribution Frequency: Monthly |
| 30 Day SEC Yield: 4.18 |
| Ex-Div Date | Record Date | Payable Date | Amount ($) | Amount (%) |
|---|---|---|---|---|
| 2025-02-27 | 2025-02-27 | 2025-02-28 | $0.08012448 | 0.3232% |
| 2025-01-30 | 2025-01-30 | 2025-01-31 | $0.08905596 | 0.3582% |
| 2024-12-24 | 2024-12-24 | 2024-12-26 | $0.09969818 | 0.4018% |
| 2024-11-27 | 2024-11-27 | 2024-11-29 | $0.09555489 | 0.3830% |
| 2024-10-30 | 2024-10-30 | 2024-10-31 | $0.08985831 | 0.3668% |
| 2024-09-27 | 2024-09-27 | 2024-09-30 | $0.08497230 | 0.3510% |
| 2024-08-29 | 2024-08-29 | 2024-08-30 | $0.08670609 | 0.3645% |
| 2024-07-30 | 2024-07-30 | 2024-07-31 | $0.09723301 | 0.4161% |
| 2024-06-27 | 2024-06-27 | 2024-06-28 | $0.07774843 | 0.3343% |
| 2024-05-30 | 2024-05-30 | 2024-05-31 | $0.08979424 | 0.3909% |
| 2024-04-26 | 2024-04-29 | 2024-04-30 | $0.09273243 | 0.4027% |
| 2024-03-26 | 2024-03-27 | 2024-03-28 | $0.08427077 | 0.3642% |
| 2024-02-27 | 2024-02-28 | 2024-02-29 | $0.12356003 | 0.5398% |
| 2024-01-29 | 2024-01-30 | 2024-01-31 | $0.06270486 | 0.2732% |
| 2023-12-27 | 2023-12-28 | 2023-12-29 | $0.22915000 | 0.8264% |
| 2023-12-27 | 2023-12-28 | 2023-12-29 | $0.08852267 | 0.3844% |
| 2023-11-28 | 2023-11-29 | 2023-11-30 | $0.08038470 | 0.3554% |
| 2023-10-27 | 2023-10-30 | 2023-10-31 | $0.09422583 | 0.4203% |
| 2023-09-27 | 2023-09-28 | 2023-09-29 | $0.05601680 | 0.2500% |
| 2023-08-29 | 2023-08-30 | 2023-08-31 | $0.09178836 | 0.4036% |
| 2023-07-27 | 2023-07-28 | 2023-07-31 | $0.07472215 | 0.3269% |
| 2023-06-28 | 2023-06-29 | 2023-06-30 | $0.07671441 | 0.3363% |
| 2023-05-26 | 2023-05-30 | 2023-05-31 | $0.08514574 | 0.3753% |
| 2023-04-26 | 2023-04-27 | 2023-04-28 | $0.07255994 | 0.3171% |
| 2023-03-29 | 2023-03-30 | 2023-03-31 | $0.08253465 | 0.3612% |
| 2023-02-24 | 2023-02-27 | 2023-02-28 | $0.04561366 | 0.2011% |
| 2023-01-27 | 2023-01-30 | 2023-01-31 | $0.13873677 | 0.6061% |
| 2022-12-23 | 2022-12-27 | 2022-12-30 | $0.06990837 | 0.3061% |
| 2022-11-28 | 2022-11-29 | 2022-11-30 | $0.07763280 | 0.3393% |
| 2022-10-27 | 2022-10-28 | 2022-10-31 | $0.05488882 | 0.2405% |
| 2022-09-28 | 2022-09-29 | 2022-09-30 | $0.05430832 | 0.2374% |
| 2022-08-29 | 2022-08-30 | 2022-08-31 | $0.04210309 | 0.1812% |
| 2022-07-27 | 2022-07-28 | 2022-07-29 | $0.01304344 | 0.0557% |
| 2022-06-28 | 2022-06-29 | 2022-06-30 | $0.01517740 | 0.0650% |
| 2022-05-26 | 2022-05-27 | 2022-05-31 | $0.01359344 | 0.0569% |
| 2022-04-27 | 2022-04-28 | 2022-04-29 | $0.01071158 | 0.0448% |
| 2022-03-29 | 2022-03-30 | 2022-03-31 | $0.00978697 | 0.0400% |
Portfolio Holdings
| Ticker | CUSIP | Name | Market Value | Weight |
|---|---|---|---|---|
| 91282CMP3 | 91282CMP3 | United States Treasury Note/Bond 4.125% 02/28/2027 | $812,641.99 | 11.84% |
| 91282CMH1 | 91282CMH1 | United States Treasury Note/Bond 4.125% 01/31/2027 | $361,019.53 | 5.26% |
| 91282CLY5 | 91282CLY5 | United States Treasury Note/Bond 4.25% 11/30/2026 | $271,160.16 | 3.95% |
| 91282CHV6 | 91282CHV6 | United States Treasury Note/Bond 5% 08/31/2025 | $260,789.64 | 3.80% |
| 912810SN9 | 912810SN9 | United States Treasury Note/Bond 1.25% 05/15/2050 | $207,760.55 | 3.03% |
| 912828ZT0 | 912828ZT0 | United States Treasury Note/Bond 0.25% 05/31/2025 | $198,477.95 | 2.89% |
| 91282CME8 | 91282CME8 | United States Treasury Note/Bond 4.25% 12/31/2026 | $150,706.05 | 2.20% |
| 26875PAM3 | 26875PAM3 | EOG Resources Inc 3.15% 04/01/2025 | $149,926.19 | 2.18% |
| 125523AV2 | 125523AV2 | Cigna Group/The 3.25% 04/15/2025 | $136,840.19 | 1.99% |
| 718546AV6 | 718546AV6 | Phillips 66 3.85% 04/09/2025 | $132,936.39 | 1.94% |
| 74251VAK8 | 74251VAK8 | Principal Financial Group Inc 3.4% 05/15/2025 | $130,728.95 | 1.90% |
| 189754AA2 | 189754AA2 | Tapestry Inc 4.25% 04/01/2025 | $104,970.05 | 1.53% |
| 404119BQ1 | 404119BQ1 | HCA Inc 5.25% 04/15/2025 | $102,007.15 | 1.49% |
| 06406RAN7 | 06406RAN7 | Bank of New York Mellon Corp/The 1.6% 04/24/2025 | $100,732.39 | 1.47% |
| 91282CGU9 | 91282CGU9 | United States Treasury Note/Bond 3.875% 03/31/2025 | $99,989.40 | 1.46% |
| 053332AR3 | 053332AR3 | AutoZone Inc 3.25% 04/15/2025 | $98,907.50 | 1.44% |
| 87264ABB0 | 87264ABB0 | T-Mobile USA Inc 3.5% 04/15/2025 | $98,924.65 | 1.44% |
| 67077MAD0 | 67077MAD0 | Nutrien Ltd 3% 04/01/2025 | $97,952.66 | 1.43% |
| 615369AS4 | 615369AS4 | Moody's Corp 3.75% 03/24/2025 | $97,000.00 | 1.41% |
| 189054AY5 | 189054AY5 | Clorox Co/The 4.4% 05/01/2029 | $95,577.83 | 1.39% |
| 68389XBT1 | 68389XBT1 | Oracle Corp 2.5% 04/01/2025 | $93,943.06 | 1.37% |
| 68389XBC8 | 68389XBC8 | Oracle Corp 2.95% 05/15/2025 | $92,763.25 | 1.35% |
| 03076CAK2 | 03076CAK2 | Ameriprise Financial Inc 3% 04/02/2025 | $89,933.35 | 1.31% |
| 548661DP9 | 548661DP9 | Lowe's Cos Inc 3.1% 05/03/2027 | $87,502.15 | 1.27% |
| 446413AS5 | 446413AS5 | Huntington Ingalls Industries Inc 3.844% 05/01/2025 | $81,903.13 | 1.19% |
| 29278NAP8 | 29278NAP8 | Energy Transfer LP 2.9% 05/15/2025 | $80,763.68 | 1.18% |
| 63111XAG6 | 63111XAG6 | Nasdaq Inc 5.65% 06/28/2025 | $80,193.28 | 1.17% |
| 745310AH5 | 745310AH5 | Puget Energy Inc 3.65% 05/15/2025 | $79,807.47 | 1.16% |
| 084659AM3 | 084659AM3 | Berkshire Hathaway Energy Co 3.25% 04/15/2028 | $78,262.41 | 1.14% |
| 824348BR6 | 824348BR6 | Sherwin-Williams Co/The 4.25% 08/08/2025 | $76,863.20 | 1.12% |
| 91282CMF5 | 91282CMF5 | United States Treasury Note/Bond 4.25% 01/15/2028 | $70,576.95 | 1.03% |
| 38141GXJ8 | 38141GXJ8 | Goldman Sachs Group Inc/The 3.5% 04/01/2025 | $66,976.87 | 0.98% |
| 931142FB4 | 931142FB4 | Walmart Inc 3.9% 04/15/2028 | $66,629.79 | 0.97% |
| 00206RJX1 | 00206RJX1 | AT&T Inc 2.3% 06/01/2027 | $65,861.66 | 0.96% |
| 806854AK1 | 806854AK1 | Schlumberger Investment SA 4.5% 05/15/2028 | $61,769.22 | 0.90% |
| 00206RDQ2 | 00206RDQ2 | AT&T Inc 4.25% 03/01/2027 | $61,721.31 | 0.90% |
| 539830BZ1 | 539830BZ1 | Lockheed Martin Corp 4.45% 05/15/2028 | $61,334.63 | 0.89% |
| 458140BP4 | 458140BP4 | Intel Corp 3.4% 03/25/2025 | $55,997.73 | 0.82% |
| 244199BH7 | 244199BH7 | Deere & Co 2.75% 04/15/2025 | $54,933.14 | 0.80% |
| 571903BD4 | 571903BD4 | Marriott International Inc/MD 5.75% 05/01/2025 | $54,006.86 | 0.79% |
| 377372AM9 | 377372AM9 | GlaxoSmithKline Capital Inc 3.625% 05/15/2025 | $53,909.46 | 0.79% |
| GLD 250620C00265000 | GLD 250620C00265000 | GLD US 06/20/25 C265 | $52,780.00 | 0.77% |
| 58013MEU4 | 58013MEU4 | McDonald's Corp 3.375% 05/26/2025 | $52,884.92 | 0.77% |
| 718172DD8 | 718172DD8 | Philip Morris International Inc 5.5% 09/07/2030 | $51,902.51 | 0.76% |
| 427866BD9 | 427866BD9 | Hershey Co/The 2.45% 11/15/2029 | $52,288.15 | 0.76% |
| 59523UAM9 | 59523UAM9 | Mid-America Apartments LP 4% 11/15/2025 | $50,789.63 | 0.74% |
| 654106AH6 | 654106AH6 | NIKE Inc 2.4% 03/27/2025 | $49,990.78 | 0.73% |
| 09247XAP6 | 09247XAP6 | Blackrock Inc 3.25% 04/30/2029 | $49,860.26 | 0.73% |
| 89236TMS1 | 89236TMS1 | Toyota Motor Credit Corp 4.35% 10/08/2027 | $49,996.57 | 0.73% |
| 674599EB7 | 674599EB7 | Occidental Petroleum Corp 5.875% 09/01/2025 | $49,144.65 | 0.72% |
| 020002BH3 | 020002BH3 | Allstate Corp/The 0.75% 12/15/2025 | $45,721.56 | 0.67% |
| 92277GAM9 | 92277GAM9 | Ventas Realty LP 4% 03/01/2028 | $45,200.02 | 0.66% |
| 283695BE3 | 283695BE3 | El Paso Natural Gas Co LLC 7.5% 11/15/2026 | $42,867.46 | 0.62% |
| Cash&Other | Cash&Other | Cash & Other | $42,110.13 | 0.61% |
| 91282CJE2 | 91282CJE2 | United States Treasury Note/Bond 5% 10/31/2025 | $40,184.87 | 0.59% |
| 496902AQ0 | 496902AQ0 | Kinross Gold Corp 4.5% 07/15/2027 | $39,819.88 | 0.58% |
| 053332BG6 | 053332BG6 | AutoZone Inc 6.25% 11/01/2028 | $38,945.24 | 0.57% |
| 824348BF2 | 824348BF2 | Sherwin-Williams Co/The 3.95% 01/15/2026 | $38,858.40 | 0.57% |
| 84265VAH8 | 84265VAH8 | Southern Copper Corp 3.875% 04/23/2025 | $32,974.48 | 0.48% |
| 723787AT4 | 723787AT4 | Pioneer Natural Resources Co 1.125% 01/15/2026 | $32,170.00 | 0.47% |
| 05348EAX7 | 05348EAX7 | AvalonBay Communities Inc 2.95% 05/11/2026 | $31,433.72 | 0.46% |
| 46124HAB2 | 46124HAB2 | Intuit Inc 0.95% 07/15/2025 | $31,634.24 | 0.46% |
| 70450YAG8 | 70450YAG8 | PayPal Holdings Inc 1.65% 06/01/2025 | $31,812.75 | 0.46% |
| 59523UAN7 | 59523UAN7 | Mid-America Apartments LP 3.6% 06/01/2027 | $30,429.88 | 0.44% |
| 133131AW2 | 133131AW2 | Camden Property Trust 4.1% 10/15/2028 | $30,457.87 | 0.44% |
| 91282CMN8 | 91282CMN8 | United States Treasury Note/Bond 4.25% 02/15/2028 | $30,261.33 | 0.44% |
| 46625HMN7 | 46625HMN7 | JPMorgan Chase & Co 3.9% 07/15/2025 | $29,953.62 | 0.44% |
| 58013MFN9 | 58013MFN9 | McDonald's Corp 3.3% 07/01/2025 | $27,892.43 | 0.41% |
| 20826FAG1 | 20826FAG1 | ConocoPhillips Co 3.35% 05/15/2025 | $26,948.27 | 0.39% |
| 90265EAM2 | 90265EAM2 | UDR Inc 3.5% 07/01/2027 | $26,399.81 | 0.38% |
| 278642BA0 | 278642BA0 | eBay Inc 5.95% 11/22/2027 | $25,933.25 | 0.38% |
| 512807AS7 | 512807AS7 | Lam Research Corp 3.75% 03/15/2026 | $21,886.13 | 0.32% |
| 49456BAP6 | 49456BAP6 | Kinder Morgan Inc 4.3% 03/01/2028 | $19,839.37 | 0.29% |
| 58013MFF6 | 58013MFF6 | McDonald's Corp 3.8% 04/01/2028 | $19,653.28 | 0.29% |
| 86765BAU3 | 86765BAU3 | Energy Transfer LP 4% 10/01/2027 | $19,691.63 | 0.29% |
| 052769AE6 | 052769AE6 | Autodesk Inc 3.5% 06/15/2027 | $19,578.21 | 0.29% |
| 882508BV5 | 882508BV5 | Texas Instruments Inc 4.6% 02/15/2028 | $20,197.81 | 0.29% |
| 053332AT9 | 053332AT9 | AutoZone Inc 3.125% 04/21/2026 | $18,741.76 | 0.27% |
| 26875PAP6 | 26875PAP6 | EOG Resources Inc 4.15% 01/15/2026 | $17,940.99 | 0.26% |
| 34964CAA4 | 34964CAA4 | Fortune Brands Innovations Inc 4% 06/15/2025 | $16,958.41 | 0.25% |
| 674599DT9 | 674599DT9 | Occidental Petroleum Corp 7.2% 03/15/2029 | $17,117.23 | 0.25% |
| 025816CY3 | 025816CY3 | American Express Co 3.95% 08/01/2025 | $15,958.53 | 0.23% |
| 00206RHW5 | 00206RHW5 | AT&T Inc 3.8% 02/15/2027 | $14,810.37 | 0.22% |
| 06406RBD8 | 06406RBD8 | Bank of New York Mellon Corp/The 3.85% 04/26/2029 | $14,696.19 | 0.21% |
| 29717PAR8 | 29717PAR8 | Essex Portfolio LP 3.625% 05/01/2027 | $13,739.36 | 0.20% |
| 45866FAU8 | 45866FAU8 | Intercontinental Exchange Inc 4% 09/15/2027 | $13,881.78 | 0.20% |
| TLT 250620C00091000 | TLT 250620C00091000 | TLT US 06/20/25 C91 | $12,826.00 | 0.19% |
| 133131AX0 | 133131AX0 | Camden Property Trust 3.15% 07/01/2029 | $12,269.38 | 0.18% |
| SLV 250620C00029000 | SLV 250620C00029000 | SLV US 06/20/25 C29 | $12,200.00 | 0.18% |
| 713448FL7 | 713448FL7 | PepsiCo Inc 3.6% 02/18/2028 | $11,812.45 | 0.17% |
| 858119BL3 | 858119BL3 | Steel Dynamics Inc 2.4% 06/15/2025 | $10,939.46 | 0.16% |
| 035240AQ3 | 035240AQ3 | Anheuser-Busch InBev Worldwide Inc 4.75% 01/23/2029 | $11,105.65 | 0.16% |
| 053332AY8 | 053332AY8 | AutoZone Inc 3.625% 04/15/2025 | $9,991.91 | 0.15% |
| 907818EY0 | 907818EY0 | Union Pacific Corp 3.95% 09/10/2028 | $8,881.66 | 0.13% |
| 494368BY8 | 494368BY8 | Kimberly-Clark Corp 3.95% 11/01/2028 | $8,892.22 | 0.13% |
| 91159HHZ6 | 91159HHZ6 | US Bancorp 1.45% 05/12/2025 | $8,962.70 | 0.13% |
| KRE 250620P00056000 | KRE 250620P00056000 | SPDR S&P PUT OPT 06/25 56 | $8,505.00 | 0.12% |
| 05348EAV1 | 05348EAV1 | AvalonBay Communities Inc 3.45% 06/01/2025 | $7,981.16 | 0.12% |
| FGXXX | 31846V336 | First American Government Obligations Fund 12/01/2031 | $8,146.73 | 0.12% |
| FXI 250620C00037000 | FXI 250620C00037000 | ISHARES CLL OPT 06/25 37 | $8,160.00 | 0.12% |
| EWG 251017C00038000 | EWG 251017C00038000 | ISHARES CLL OPT 10/25 38 | $7,232.00 | 0.11% |
| 822582BT8 | 822582BT8 | Shell International Finance BV 2.875% 05/10/2026 | $5,910.00 | 0.09% |
| 718172DC0 | 718172DC0 | Philip Morris International Inc 5.25% 09/07/2028 | $6,142.50 | 0.09% |
| 548661DH7 | 548661DH7 | Lowe's Cos Inc 3.375% 09/15/2025 | $5,966.01 | 0.09% |
| 59523UAP2 | 59523UAP2 | Mid-America Apartments LP 4.2% 06/15/2028 | $5,933.93 | 0.09% |
| 133131AZ5 | 133131AZ5 | Camden Property Trust 2.8% 05/15/2030 | $4,554.64 | 0.07% |
| 718546AR5 | 718546AR5 | Phillips 66 3.9% 03/15/2028 | $3,924.28 | 0.06% |
| 25278XAX7 | 25278XAX7 | Diamondback Energy Inc 5.2% 04/18/2027 | $4,049.32 | 0.06% |
| FXY 250620C00063000 | FXY 250620C00063000 | FXY US 06/20/25 C63 | $3,360.00 | 0.05% |
| XLU 250620C00080000 | XLU 250620C00080000 | XLU US 06/20/25 C80 | $3,680.00 | 0.05% |
| 595620AQ8 | 595620AQ8 | MidAmerican Energy Co 3.1% 05/01/2027 | $1,950.50 | 0.03% |
| 14913R3A3 | 14913R3A3 | Caterpillar Financial Services Corp 3.6% 08/12/2027 | $984.58 | 0.01% |
Portfolio holdings and allocations are subject to change and should not be considered investment advice or a recommendation to buy, sell or hold any particular security.
How to Buy
BFIX Availability for Individuals and Advisors
Individual Brokerage Accounts
Individual investors may be able to purchase shares of BFIX on the popular brokerage platforms listed below. Please log into your brokerage account and search for the ticker symbol BFIX to check availability. If BFIX is not available, please reach out to your brokerage for more information. You may also call us at (833) 852-8453.
Financial Advisor Platforms
Financial advisors may be able to purchase shares of BFIX on their platforms. Please check with your platform provider or call us at (833) 852-8453 if you require assistance.
DEFINITIONS OF TERMS:
Investment Grade Fixed Income – To be considered an investment grade issue, the company must be rated at ‘BBB’ or higher by Standard and Poor’s or Moody’s. Anything below this ‘BBB’ rating is considered non-investment grade.
30-Day SEC Yield – Yield calculation that reflects the dividends and interest earned during the period after the deduction of the fund’s expenses. It is also referred to as the “standardized yield.”
Call Option – A call is an option contract giving the owner the right, but not the obligation, to buy a specified amount of an underlying security at a specified price within a specified time.
Put Option – Put options give holders of the option the right, but not the obligation, to sell a specified amount of an underlying security at a specified price within a specified time frame.
Weighted Average Maturity – Weighted average maturity is a measure of the overall maturity of the debt securities in a portfolio.
Duration – Duration is a measure of the sensitivity of the price of a bond or other debt instrument to a change in interest rates. Duration can measure how long it takes, in years, for an investor to be repaid the bond’s price by the bond’s total cash flows. Duration can also measure the sensitivity of a bond’s or fixed income portfolio’s price to changes in interest rates. In general, the higher the duration, the more a bond’s price will drop as interest rates rise (and the greater the interest rate risk). For example, if rates were to rise 1%, a bond or bond fund with a five-year average duration would likely lose approximately 5% of its value.
Option-Adjusted Duration – A measure of fixed income duration that accounts for the effect of a call option on the expected life of a bond.
BFIX News & Insights
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Tax Loss Harvesting Should Be Top of Mind for Bond Investors
Opportunities for tax loss harvesting should be regularly reviewed in every taxable portfolio, not just when taxes are top of mind.
