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Schwab 1-5 Year Corporate Bond ETF
SCHJFinancial ServicesAMEXUS
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Short-term investment-grade bond strategies, with durations in the two-to-three-year range, are well positioned to capture a meaningful yield advantage without the rate sensitivity that has challenged longer duration strategies in recent months. The yield to worst on a diversified short-term bond portfolio currently sits between 4.5% and 5.0%, more than 100 basis points above what bank savings accounts and government money market funds are currently yielding. Although the path for rates is highly uncertain, the range of outcomes in which short-term bonds outperform cash is considerably wider than the range in which they don't.
Last year's rate cuts still linger in the minds of advisors and fixed income investors. They may be inclined to focus on intermediate-term and longer-dated bonds and the related ETFs.
Focus Partners Advisor Solutions LLC boosted its holdings in Schwab 1-5 Year Corporate Bond ETF (NYSEARCA:SCHJ) by 114.5% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 40,194 shares of the company's stock after purchasing an additional 21,457 shares during the quarter.
