BDBT

Bluemonte Core Bond ETF

$25.54

+0.00%

Market closed. Last update: 11:56 AM ET

📎 Investment Objective

The Bluemonte Core Bond ETF seeks to provide current income and capital preservation by investing in a diversified portfolio of investment-grade fixed income securities.

Overview

ETF tracking Bluemonte Core Bond ETF

Category Fixed Income

Issuer Other

Inception Date 2025-06-23

Market Cap $342.9M

Average Volume N/A

Dividend Yield 1.22%

52-Week Range $24.98 - $25.83

VWAP $25.54

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The Bluemonte Core Bond ETF seeks to provide current income and capital preservation by investing in a diversified portfolio of investment-grade fixed income securities.

🎯 Investment Strategy

The ETF tracks an index that includes a broad range of U.S. investment-grade bonds, including Treasuries, corporate bonds, and mortgage-backed securities. The portfolio is actively managed to maintain an average duration and credit quality consistent with the target index.

✨ Key Features

Broad exposure to the U.S. investment-grade bond market
Actively managed to control interest rate and credit risk
Low expense ratio of 0.00%
Relatively low volatility compared to equity investments

⚠️ Primary Risks

Interest rate risk: Bond prices may decline as interest rates rise
Credit risk: Issuers may default on their debt obligations
Liquidity risk: Difficulty selling certain bonds in times of market stress
Reinvestment risk: Coupons and principal may need to be reinvested at lower yields

👤 Best For

The Bluemonte Core Bond ETF may be suitable for investors seeking stable income and capital preservation, with a low to moderate risk tolerance. It can serve as a core fixed income allocation within a diversified portfolio.