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A 68-year-old retiree who moved $180,000 out of stocks and into the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) in late 2024 was making a directional rate bet.

The artificial intelligence boom has spent three years as a stock market story. This year it became a bond market problem.

Compare diversification and risk profiles as these two bond ETFs take different approaches to balancing income and safety for your portfolio.

JGBs edged higher in the morning Tokyo session, tracking overnight price gains in U.S. Treasurys.
Asian equities fell on Thursday as renewed fighting between the United States and Iran pushed investors back towards safer assets, even as oil prices eased after Israel and Lebanon moved to implement a ceasefire. MSCI's Asia-Pacific ex-Japan index dropped 1.5%, while S&P 500 e-mini futures slipped 0.5%.

The Vanguard Real Estate ETF (NYSEARCA:VNQ | VNQ Price Prediction) yields around 3.7% while the 10-year Treasury pays roughly 4.5%, and that gap is making income investors rethink whether VNQ belongs in the portfolio.

The Bank of Japan should provide a clear roadmap for policy normalisation following an anticipated interest rate increase in June to help stabilise the government bond market, according to Arihiro Nagata, global markets chief at Sumitomo Mitsui Financial Group. Speaking to Reuters, Nagata said he expects the BOJ to raise interest rates at its June 15-16 policy meeting and stressed that the central bank's communication regarding future policy moves will be closely watched by financial markets.

IEI Showcases Resilient Edge AI Platforms at COMPUTEX 2026: Advancing AI Deployment Across Industrial Applications PR Newswire

The price data already shows the pressure building. WTI crude closed at $112.25 per barrel on May 18, 2026, up 30.7% over the prior month and sitting at the 98.4th percentile of its 12-month range.

@CharlesSchwab's Collin Martin breaks down the state of treasury yields and the U.S.-Iran War's impact on them. He says for the most part, stagflation doesn't appear to a huge issue for the economy even though all eyes are on the inflationary front given the rising cost of oil and gas.

A carousel of leaders has taken its toll, driving up borrowing costs and dragging down investment.

Yield or stability? These two bond ETFs take different approaches to income, cost, and risk-yet delivered identical five-year total returns.

For decades, the playbook for high-income investors was almost reflexive: put municipal bonds in your taxable account, put Treasuries and corporates in your IRA.

CPI Inflation recently accelerated to a three-year high due to elevated energy prices tied to the U.S-Iran conflict. Treasury bond yields have risen sharply due to expectations that the Federal Reserve will pivot to interest rate hikes.

Treasurys rose in price terms in Asia on Tuesday morning following a U.S. holiday on Monday.

Kevin Warsh was sworn in as Federal Reserve Chairman this week, and the most striking thing about his arrival is how little Wall Street seems to care.

Joumanna Bercetche, Tom Mackenzie and Ven Ram break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:03 - Potential Iran Deal, JGBs 00:01:17 - Bond Market Selloff 00:01:54 - USD-Japanese Yen -------- More on Bloomberg Television and Markets Like this video?

President Donald Trump's room to wage war while maneuvering on economic policy is being tested by a force largely beyond his control: the bond market.

The usual advice is to hold only 60% of your assets in stock. If you're wealthy, a 90/10 split is far better.

For most of the past two years, investors have focused on the stock market's resilience.

The 10-year Treasury yield is now close to 4.7%, threatening higher borrowing costs.

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:01 - Japanese Bonds, US Treasuries 00:01:30 - Stock Performance if Yields Increase 00:02:40 - Buy the Dip in Semiconductor Stocks?

The amount of inflation priced into 10-year Treasury yields is a little hard to square with what the market is saying about price rises in the near term. Either inflation is going to be high for a long time, and this is something that has changed in the past week or two, or 10-year yields have gone a little too far.

Bonds are buckling around the world, propelling borrowing costs to multi-year highs. Ruth Carson explains why.

The put bets would be a bet on a yield spike since bond prices (value of the TLT fund) move inversely to rates.

Longer-dated Treasury yields climbed to their highest levels since May 2025 on Friday, as a spike in oil prices stoked fears that ongoing energy disruptions in the Middle East could further fuel inflation — which data this week showed had already surged in April.

Treasuries spiked on Friday as inflation signals continue to muddy interest rate expectations under the new Federal Reserve chair Kevin Warsh.

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:01 - Bond Market Selloffs, Inflation Concerns 00:01:44 - Buy the Dip?

Every investor eventually faces the same question: when does the certainty of a bond beat the upside of a stock?

Key Takeaways The April FOMC meeting's four dissents and resistance to maintaining an easing bias signal a higher bar for rate cuts under incoming Chair Warsh, suggesting investors may favor Treasury floating-rate strategies to navigate a prolonged “higher-for-longer” environment.

Asian markets opened Thursday with a powerful relief bid, as investors leaned into hopes that tensions in the Middle East may ease enough to keep the Strait of Hormuz open. Japan set the tone, with the Nikkei 225 vaulting through 62,000 for the first time, while broader regional equities also pushed higher.

It's not just inflation concerns that have been pushing U.K. yields to multi-decade highs

The yield on the 30-year Treasury bond has been brushing up against the 5% threshold over the past week, as rising inflation expectations and real interest rates have been a one-two punch for the global bond market.

The FTSE 100 Index retreated for four consecutive days as UK government bond yields surged and after HSBC published a weak financial report. It dropped to £10,225 on Tuesday, down sharply from the year-to-date high of £10,935.

Your retirement check is about to get squeezed by a Fed civil war you did not vote for.

JGBs fell in early Tokyo trade, tracking overnight price declines in U.S.
D.A. Davidson and CO. lifted its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 85.4% in the undefined quarter, according to its most recent filing with the SEC. The firm owned 75,696 shares of the company's stock after purchasing an additional 34,864 shares during the period. D.A. Davidson and CO.

With the Justice Department dropping its investigation into the Fed's building renovation, political uncertainty around the succession has faded, paving the way for Kevin Warsh's nomination as the next Fed chair. Warsh's recent remarks lay out how he views monetary policy and the implications for the bond market during his tenure.

Investors may be better off looking outside the world's core bond markets right now, Brij Khurana writes in a guest commentary.

Clarity Financial LLC grew its stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 3.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,358,263 shares of the company's stock after buying an additional 41,882 shares during the quarter.

Compare the trade-offs between broader credit exposure and cost efficiency as these two bond ETFs target different segments of the fixed-income market.

Evergreen Capital Management LLC trimmed its holdings in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 2.8% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 748,901 shares of the company's stock after selling 21,684

DSG Capital Advisors LLC cut its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 11.2% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 44,302 shares of the company's stock after selling 5,583 shares

Cwm LLC increased its holdings in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 36.0% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 92,320 shares of the company's stock after purchasing an additional 24,452 shares during the quarter. Cwm

Choreo LLC trimmed its position in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 43.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,346 shares of the company's stock after selling 4,827 shares during the quarter. Choreo LLC's

Farther Finance Advisors LLC boosted its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 36.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 93,946 shares of the company's stock after purchasing an additional 24,919 shares during

Austin Wealth Management LLC raised its position in iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 6.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 131,539 shares of the company's stock after purchasing an additional 8,246

Bingham Private Wealth LLC acquired a new stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 15,484 shares of the company's stock, valued at approximately $1,848,000. iShares 3-7 Year Treasury Bond

Blue Fin Capital Inc. boosted its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 18.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 45,305 shares of the company's stock after acquiring an additional 7,001

Fidelity Investment Grade Bond ETF charges a higher expense ratio but delivers a modestly higher yield than iShares 3-7 Year Treasury Bond ETF. FIGB includes a broader mix of investment-grade bonds, resulting in slightly higher risk and a deeper historical drawdown.

IGIB carries a much lower expense ratio and a higher dividend yield than IEI IEI has delivered less return and lower volatility, with a milder drawdown over five years IGIB invests in a much broader set of corporate bonds, while IEI holds a compact portfolio of Treasuries

IEI carries a higher expense ratio and a slightly higher yield than MUB. MUB outperformed IEI over the past year and five-year period, but IEI holds up well in risk-adjusted terms.

Savvy Advisors Inc. acquired a new position in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 26,817 shares of the company's stock, valued at approximately $3,201,000. A number of other

HBE Wealth Management LLC purchased a new stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 9,838 shares of the company's stock, valued at approximately $1,174,000. iShares 3-7 Year Treasury Bond ETF makes

Dock Street Asset Management Inc. trimmed its holdings in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 40.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,082 shares of the company's stock after

Exchange Traded Concepts LLC decreased its position in iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 12.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 44,457 shares of the company's stock after selling 6,538 shares during the period. Exchange Traded Concepts LLC's holdings

iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI - Get Free Report) saw a large increase in short interest in March. As of March 13th, there was short interest totaling 1,435,422 shares, an increase of 135.8% from the February 26th total of 608,647 shares. Based on an average daily volume of 2,979,463 shares, the short-interest ratio

Spartan Planning and Wealth Management grew its position in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 192.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 136,057 shares of the company's stock after buying an

Captrust Financial Advisors raised its holdings in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 54.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,643,321 shares of the company's stock after acquiring an additional 1,992,633 shares during the
