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The Internal Revenue Service has announced new tax brackets for 2025. This makes now an ideal time to revisit the benefits of muni bond ETFs.
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF has a short duration, highly rated bonds, low expense ratio, but low total return and yield. The ETF invests in short-term U.S. dollar denominated, fixed rate bonds, excluding bonds subject to Alternative Minimum Tax, with a tax-free yield of 1.5%. After my review, its low Total Return over the past decade, coupled with a miserly yield, earns SHM a Strong Sell rating, one of the few I have awarded.
Investors continue to turn to low-cost core taxable bond ETFs in 2024. The Vanguard Total Bond Market ETF (BND) and the iShares Core Aggregate Bond ETF (AGG) gathered $2.5 billion and $2.1 billion, respectively, as of late February.
Climate risk isn't being adequately priced into many ETFs, but there are signs the tides are turning.
Investment company Taylor, Cottrill, Erickson & Associates, Inc. (Current Portfolio) buys Vanguard Tax-Exempt Bond ETF, Vanguard Mid-Cap Growth ETF, Vanguard Value ETF, Genuine Parts Co, 3M Co, sells iShares Russell 1000 Value ETF, Intel Corp, Packaging Corp of America, iShares Core S&P Mid-Cap ETF, Qualcomm Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Taylor, Cottrill, Erickson & Associates, Inc.. As of 2021Q1, Taylor, Cottrill, Erickson & Associates, Inc. owns 196 stocks with a total value of $624 million.