FI Taxable Weekly: $5.9B Inflows, Preferreds Pop, and The Yield Shift

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Weekly Channel Summary

The FI: Taxable channel continued to demonstrate robust scale this week, overseeing $2,011B in assets under management across 649 ETFs and 134 issuers. The channel attracted $5.86B in net inflows over the past five days, pushing the year-to-date total to an impressive $359.66B, with 1-year flows standing at $363.38B.

This Week’s Performance Leaders and Laggards

Preferred Stock emerged as the top-performing category this week, delivering a 0.34% return, followed closely by International and Emerging debt. On the other side of the spectrum, Government Long was the primary laggard, falling -0.86% as yields shifted. Despite the weekly dip, Government Long remains up 4.17% year-to-date, while Preferred Stock is up 5.65% YTD.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Preferred Stock 0.34% 0.14% -0.17% 5.22% 5.65% 4.13%
International 0.20% 0.40% -0.18% 0.96% 11.22% 9.01%
Emerging 0.14% 0.53% 1.72% 5.79% 12.65% 10.87%
Bank Loans 0.10% 0.49% 1.11% 3.28% 5.79% 6.02%
Government Short 0.09% 0.28% 0.85% 2.53% 5.08% 5.08%
Government Ultrashort 0.09% 0.37% 1.01% 2.13% 4.04% 4.29%
Ultrashort 0.08% 0.41% 1.14% 2.68% 4.92% 5.12%
Short-Term 0.06% 0.34% 0.92% 3.10% 5.94% 5.80%
Securitized -0.01% 0.13% 0.93% 4.12% 7.42% 6.70%
Emerging USD -0.04% 0.34% 2.12% 7.57% 11.85% 9.91%
High Yield -0.10% 0.48% 0.85% 4.33% 7.82% 7.03%
Multisector Taxable -0.11% 0.09% 0.58% 3.86% 6.63% 5.74%
Government Intermediate -0.13% -0.22% 0.37% 3.16% 6.78% 5.82%
Core -0.18% -0.21% 0.39% 3.56% 6.61% 5.52%
Core Enhanced -0.18% -0.18% 0.42% 3.81% 6.95% 5.77%
Inflation Protected -0.18% -0.37% -0.35% 2.95% 6.49% 5.42%
International USD -0.23% -0.57% 0.31% 0.98% 2.66% 2.24%
Corporate -0.29% -0.13% 0.13% 3.84% 7.26% 5.96%
Convertible -0.37% -1.38% 0.45% 9.23% 21.71% 17.80%
Long-Term -0.65% -0.96% -0.84% 4.29% 7.11% 4.27%
Government Long -0.86% -2.39% -1.53% 2.56% 4.17% 0.80%

Top & Bottom 5 ETFs by Weekly Performance

The Global X Superincome Preferred ETF (SPFF) was the standout performer this week, leading the gainers. On the downside, long-duration treasuries faced pressure, with the iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) and PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) lagging significantly.

Ticker Fund Name WTD Performance
Top Performers
SPFF Global X Superincome Preferred ETF 1.29%
EPRF Innovator S&P Investment Grade Preferred ETF 1.03%
TSEC Touchstone Securitized Income ETF 0.90%
PFFD Global X U.S. Preferred ETF 0.74%
PFXF VanEck Preferred Securities ex Financials ETF 0.65%
Bottom Performers
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF -1.76%
ZROZ PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund -1.67%
EDV Vanguard Extended Duration Treasury ETF -1.58%
DRSK Aptus Defined Risk ETF -1.17%
UTHY US Treasury 30 Year Bond ETF -0.92%

Analyzing the Weekly Flows

The channel attracted $5.86B in net inflows this week. Multi-Sector strategies led the charge with $4.11B in new assets, while investors favored Blend credit types ($2.15B) and Intermediate duration funds ($4.94B). Conversely, Bank Loans saw net outflows of -$492M, lagging other segments.

Flows by Segment

Segment Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
FI: Multi-Sector 269 $826.6B $4,114M $18,591M $56,773M $171,220M $177,902M
FI: Corporate 164 $373.2B $1,232M $4,067M $17,145M $43,734M $38,421M
Fl: Government 115 $612.2B $475M $12,726M $39,237M $113,864M $114,888M
FI: Securitized 37 $100.8B $464M ($1,189M) $204M $17,343M $17,741M
FI: Preferred Stock 24 $39.9B $66M $179M $837M $1,927M $1,913M
FI: Cat Bonds 1 $0.0B $1M $11M $16M $27M $27M
FI: Bank Loans 36 $57.7B ($492M) $41M $217M $11,522M $12,469M

Flows by Credit Type

Credit Type Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
Credit: Blend 161 $214.0B $2,147M $9,292M $23,535M $61,410M $62,491M
Credit: Investment Grade 334 $1,610.8B $2,135M $21,104M $81,959M $273,376M $278,145M
Credit: High Yield 150 $185.5B $1,578M $4,010M $8,834M $24,748M $22,623M

Flows by Duration

Duration Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
Duration: Intermediate 387 $1,169.3B $4,943M $21,014M $70,876M $203,854M $203,733M
Duration: Short 82 $265.7B $667M $3,477M $13,069M $38,923M $41,865M
Duration: Long 56 $196.2B $388M $1,935M $12,021M $13,403M $10,273M
Duration: Ultrashort 120 $379.1B ($138M) $7,980M $18,361M $103,354M $107,389M

Top & Bottom 5 ETFs by 5-Day Flow

The iShares iBoxx $ High Yield Corporate Bond ETF (HYG) was the leader in asset gathering this week. Meanwhile, the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) and Janus Henderson AAA CLO ETF (JAAA) saw the largest outflows.

Ticker Fund Name 5-Day Flow
Inflows
HYG iShares iBoxx $ High Yield Corporate Bond ETF $1,119M
EMB iShares JP Morgan USD Emerging Markets Bond ETF $547M
IEF iShares 7-10 Year Treasury Bond ETF $501M
NXUS NuShares ETF Trust Nuveen International Aggregate Bond ETF $498M
SGOV iShares 0-3 Month Treasury Bond ETF $437M
Outflows
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF ($1,383M)
JAAA Janus Henderson AAA CLO ETF ($769M)
TLT iShares 20+ Year Treasury Bond ETF ($378M)
TIP iShares TIPS Bond ETF ($352M)
SHV iShares Trust iShares 0-1 Year Treasury Bond ETF ($327M)

Issuer League Table Update

iShares and Vanguard remain the dominant forces in the taxable fixed income landscape, holding 38.18% and 26.63% of the market share, respectively. This week, Vanguard took the top spot for inflows with $2.45B, while Janus Henderson experienced the largest net outflows of -$647M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 83 $767.60B 38.18%
Vanguard 29 $535.49B 26.63%
SPDR 39 $163.27B 8.12%
JPMorgan 18 $73.37B 3.65%
Schwab 12 $68.68B 3.42%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Vanguard $2,453M
iShares $1,329M
Nuveen $524M
Outflows
Janus Henderson -$647M
WisdomTree -$181M
Xtrackers -$23M

For a deeper dive into these trends, access our FREE, in-depth Taxable ETF reports in the right side panel of this page.

Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.