MarketPulse

capital preservation

3 articles
The Motley FoolThe Motley Fool··John Ballard

Flaharty Asset Management Adds $15M Position in Short-Duration Bond ETF

Flaharty Asset Management bought $14.8M in short-duration bond ETF shares, seeking yield near 4% while reducing interest rate risk amid anticipated monetary policy shifts.
JAAAFTSLFTSMMINTinstitutional investmentcapital preservation
The Motley FoolThe Motley Fool··Sara Appino

Red Wave Investments Substantially Expands Treasury Bill Allocation

Red Wave Investments significantly expanded its Treasury Bill ETF position by 44%, adding $5.63 million. The move reflects strategic rebalancing toward lower-duration fixed income amid interest rate considerations.
QQQVTIVBILVTportfolio allocationETF
The Motley FoolThe Motley Fool··Jonathan Ponciano

Major Advisor Liquidates Fallen Angel Bond Position as High-Yield Strategy Shifts

Hershey Financial Advisors liquidated its entire $3.95M fallen angel bond position, signaling a strategic shift toward capital preservation and shorter-duration instruments over high-yield exposure.
ANGLportfolio rebalancingfallen angel bonds