Guggenheim’s BulletShares ETF Bond Laddering Tool generates hypothetical illustrations of BulletShares laddered strategies, based on maturity and credit criteria.
Building a laddered portfolio with individual bonds presents a number of challenges, including limited bond availability, liquidity constraints, credit risk, and concentrated bond exposure. Laddering with Guggenheim BulletShares® ETFs may offer greater diversification, transparency, and lower costs than building a laddered portfolio with individual bonds.
Guggenheim Corporate Bond BulletShares. During the final six months of the year of maturity, bonds held within a Guggenheim BulletShares Corporate Bond ETF will mature and proceeds will be reinvested in cash and cash equivalents causing the ETF's yield to decrease.
Guggenheim High Yield Corporate Bond BulletShares. During the year of maturity, bonds held within a Guggenheim BulletShares High Yield Corporate Bond ETF will mature and proceeds will be reinvested in cash and cash equivalents causing the ETF's yield to decrease.
An adjustment for this decrease is not included in the yield values shown above as standard yield calculations represent a point in time weighted average of each underlying portfolio constituent.
For a further understanding of the maturity process, view the BulletShares Maturity Page or call us. Financial professionals can contact the ETF Knowledge Center 888.WHY.ETFs and individual investors can contact 800.820.0888.