BLTD

Bluemonte Long Term Bond ETF

$25.75

+0.00%

Market closed. Last update: 11:57 AM ET

📎 Investment Objective

The Bluemonte Long Term Bond ETF (BLTD) seeks to provide exposure to a diversified portfolio of long-term fixed-income securities with the goal of generating current income.

Overview

ETF tracking Bluemonte Long Term Bond ETF

Category Fixed Income

Issuer Other

Inception Date 2025-06-23

Market Cap $119.9M

Average Volume N/A

Dividend Yield 1.36%

52-Week Range $24.83 - $26.44

VWAP $25.76

Performance

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Investment Summary

📎 Investment Objective

The Bluemonte Long Term Bond ETF (BLTD) seeks to provide exposure to a diversified portfolio of long-term fixed-income securities with the goal of generating current income.

🎯 Investment Strategy

The ETF invests primarily in a range of long-term U.S. government, agency, and investment-grade corporate bonds. The fund's portfolio is actively managed to maintain an average duration of 10-15 years, aiming to provide higher yields than shorter-term bond funds.

✨ Key Features

Focuses on long-term, high-quality fixed-income securities
Actively managed portfolio to maintain targeted duration range
Aims to generate current income through exposure to the long-end of the yield curve
Low expense ratio of 0.00%

⚠️ Primary Risks

Interest rate risk: The fund's value may decline as interest rates rise
Credit risk: The fund is exposed to the risk of default by the issuers of the bonds it holds
Liquidity risk: Reduced liquidity in the bond market may make it difficult to sell holdings
Reinvestment risk: Coupon payments and maturing bonds may need to be reinvested at lower yields

👤 Best For

The Bluemonte Long Term Bond ETF may be suitable for investors seeking a steady stream of income and exposure to the long-end of the yield curve. It may be appropriate as a core fixed-income holding or as a complement to a diversified portfolio. Investors with a longer time horizon and tolerance for interest rate and credit risks may find this ETF appealing.