fixed income

Crescent Grove Advisors sold $5.4M stake in ultrashort bond ETF $UYLD, trimming position by 30% amid potential Fed rate-cut signals.

CN Railway raises $750M through dual-tranche debt offering, refinancing commercial paper with 2029 and 2036 senior notes at 4.350% and 4.950% respectively.

Schwallier Wealth Management slashed its Treasury ETF position by 85% in Q1 2026, reducing exposure from 5.4% to 0.88% of assets, signaling strategic shift on interest rates.

Timothy Plan launches three new NYSE-listed ETFs: two free cash flow-focused equity funds and one actively managed fixed income fund, partnering with Victory Capital Management.

Anchor Investment Management sold $21.1 million of BSCQ shares in Q1 2026, reducing its position by 98.7% ahead of the ETF's December maturity.

Vanguard's VOO, VTI, VXUS, and BND ETFs offer ultra-low-cost, diversified retirement portfolio building blocks combining domestic equities, international stocks, and bonds.

AXXCESS Wealth Management exits entire $60M VTC stake; maintains corporate bond exposure through other holdings, suggesting strategic consolidation rather than sector retreat.

Shelton Wealth Management liquidated $8.61M $IBTG position, exiting Treasury ETF before December 2026 maturity to rebalance bond ladder into longer-dated instruments.

Capital Asset Advisory reduced its $VTC stake by $6.96 million, trimming its position from 2.5% to 2.1% of AUM in routine portfolio rebalancing.

Analysis shows three popular bond ETFs respond differently to stagflation risks, with inflation-protected TIPS offering best protection despite rate volatility.

VGIT and IEI offer different intermediate Treasury exposure. VGIT features lower costs and higher yield; IEI prioritizes stability with narrower maturity range.

CIBC Asset Management announces April 2026 ETF distributions ranging from $0.025 to $0.160 per unit, payable May 5, 2026, across fixed income and dividend strategies.

Richard Bernstein Advisors acquired 6.2M shares of iShares CLO ETF, signaling bullish outlook on income-focused, low-volatility fixed-income strategy.

Delta Wealth Advisors purchases $2.8M in Treasury ETF shares, making it the firm's largest holding at 10.7% of assets under management.

Stewardship Advisors sold $7.6M of treasury ETF $GOVI in Q1, continuing an 87% position reduction over two quarters amid duration concerns.

Vermillion Wealth Management purchases $3.42M in DFGX shares, making international bonds a top-five holding representing 6.42% of assets.

Asset manager Clark expands corporate bond ETF position to $16M, reflecting strategic income focus through 2031 maturity ladder.

Clark Asset Management invested $3.48M in BSCU bond ETF to lock in 4.55% yields through strategic bond laddering approach.

Clark Asset Management acquired $4.57M of BSCT corporate bonds as part of a multi-year ladder strategy spanning 2027-2031 maturities, signaling institutional appetite for structured yield certainty.

Pennsylvania investment advisor Planning Directions acquires $4.66M stake in iShares short-duration bond ETF, signaling institutional confidence in fixed-income yields.