“WBI’s proprietary bond model strives to reduce interest rate risk on core bond holdings in an effort to protect invested capital. The goal is to actively shorten duration to minimize loss as interest rates rise, or to lengthen duration to increase yield and potential for capital gain as interest rates decline,” according to the issuer.
The fund also employs an ETF of ETFs to some of its other holdings, which include four Guggenheim BulletShares defined maturity ETFs as well as the PIMCO Total Return ETF (NYSEArca: BOND) and theVanguard Total Bond Market ETF (NYSEArca: BND).
WBI Tactical Income Shares Holdings
Table Courtesy: WBII Investments