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BDBTBluemonte Core Bond ETF

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Seeks total return and income.

Bluemonte Funds · Since 2025 (11 months)

Annual Cost

0.23%

#958 out of 5,332 ETFs

Fund Size

$420M

#1561 out of 5,332 ETFs

Dividend Yield

Track Record

11 months

#4563 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Bonds
99.3%
Cash
0.7%

Top holdings

iShares Core US Aggregate Bond ETFAGG40.0%
Schwab Intermediate-Term US Trs ETF™SCHR25.0%
iShares MBS ETFMBB15.1%
State Street® SPDR® Port Corp Bd ETFSPBO9.9%
Vanguard Short-Term Corporate Bond ETFVCSH5.0%
Vanguard Long-Term Bond ETFBLV4.9%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-2.6%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

3.9 years

Avg maturity

9.5 years

Credit ratings

US Government
47.1%
AAA
3.8%
AA
71.1%
A
12.6%
BBB
12.5%

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Data updated on 2026-05-05