19 Jul Weekly Bond Ladder Brief: July 17, 2023
We are always looking for ways to add value and help you achieve your goals. Right now, we see tremendous opportunity in short term bond ladder investments. These investment grade bonds are showing strong yields.
Each week, we’ll share the bonds that have our attention as well as two sample bond ladders—one taxable and one tax-free.
July 17, 2023
This week’s Short Term Bond Ladders:
Taxable Bond Ladder – hypothetical $600,000 portfolio
Tax-Free Bond Ladder – hypothetical $600,000 portfolio
This Week’s Bonds of Note:
Yields—YTM: Yield to Maturity | YTW: Yield to Worst | TEY: Tax Equivalent Yield
Click on the bond ladder links above for full offering details.
Contact us to learn more.
Rates are as of July 17, 2023. Any fixed income security sold or redeemed prior to maturity may be subject to loss.
AMT: Alternative Minimum Tax, Attr: Attributes, BPS: Basis Points, BQ: Bank Qualified, C: Callable, CB: Corporate Bond, CD: Certificate of Deposit, Chng: Change, Corp: Corporate Bond, CV: Convertible, EC: Extraordinary Call, E.PX: End Price, Est: Estimated, ETM: Escrowed to Maturity, GB: Green Bond, Insr: Insurance, Int.: Interest, MI: Material Information, MN: Material News, Mtrl Info: Material Information, MUNI: Municipal Bond, NC: Non-Callable, OID: Original Issue Discount, Prem Call: Premium Call, PreRe: Pre-refunded, Pt: Putable, R: Refunded, Rev: Revenue, RF: Forward Refunded, Settle: Settlement Date, SF/Sinker: Sinking Fund, S.Px: Start Price, STEP: Stepped Coupon, Structure: Structured Security, Survivor Opt (SO): Survivor Option, Taxable: Federally Taxable, TBCO: Tobacco, Trea: Treasury Bond, Under: Underlying Credit Ratings, UST/TREAS: U.S. Treasury, X-O Refunded Cross-over Refunded, Yrs: Years, YTW: Yield to Worst, YTM: Yield to Maturity, *: Powered by Bing
LEGAL DISCLAIMER: THE INFORMATION AND STATISTICS PROVIDED HEREIN HAVE BEEN OBTAINED FROM SOURCES THAT ARE BELIEVED TO BE RELIABLE, HOWEVER, SUCH INFORMATION AND STATISTICS ARE NOT GUARANTEED AS TO ACCURACY, COMPLETENESS, TIMELINESS OR AVAILABILITY. PUT/CALL INFORMATION MAY BE UNDISCLOSED OR INCOMPLETE. NO PERSON MAY RELY ON THE INFORMATION HEREIN AND MUST CONSULT ALL APPLICABLE OFFERING MATERIALS PRIOR TO ENTERING INTO TRANSACTIONS. PERSHING SHALL NOT BE LIABLE FOR
ANY DIRECT, INDIRECT, INCIDENTAL, EXEMPLARY, COMPENSATORY, PUNITIVE, SPECIAL OR CONSEQUENTIAL DAMAGES, COSTS, EXPENSES, LEGAL FEES OR LOSSES (INCLUDING LOST INCOME OR PROFITS AND OPPORTUNITY COST) IN CONNECTION WITH THE USE OR RELIANCE UPON THE INFORMATION OR STATISTICS HEREIN. ALL OFFERINGS ARE SUBJECT TO MARKET CONDITIONS AND/OR PRIOR SALES. BONDCENTRAL DISPLAYS ONLY THE BEST BIDS AND OFFERS SUPPLIED BY ITS PARTICIPANTS FOR EACH INSTRUMENT. IT DOES NOT REPRESENT THE ENTIRE MARKET OR CONSOLIDATED MARKET VIEW AND BETTER PRICES FOR PARTICULAR SECURITY MAY BE AVAILABLE THROUGH OTHER SOURCES. PARTIES MAY NOT RELY SOLELY ON THE USE OF BONDCENTRAL TO SATISFY THEIR DUTY TO OBTAIN BEST EXECUTION. COPYRIGHT 2023, PERSHING LLC.