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Types of Bonds

Taxable

  1. Treasury Bills, Notes, and Bonds
  2. Government Trust Certificates and Strips
  3. Government Agencies Mortgage-Backed Securities
  4. Government Agencies Debentures
  5. Corporates(Investment Grade and High Yield)
  6. Yankee Bonds
  7. Taxable Munis

Tax Free

  1. Municipals USA
  2. Municipals U.S. Territories
  3. Very, very, very few corporates

Certain tax-free bonds may be subject to state and alternative minimum taxes, and capital gains tax may apply for bonds sold prior to maturity.

Click for Types of Bonds PDF

If your portfolio is greater than $500,000, Sharon Alister can provide a free analytic review to help ensure that your portfolio is in line with your investment goals. Call Sharon Alister at (800) 745-7110 or email info@AlisterTalksBonds.com

 

Interest Rates (Indications only)

Please note the rates for Ins’d and Pre-Res are not available from Bloomberg and will be updated as soon as possible.

Treasuries AAA Munis
3mo 1.815 N/A
6mo 2.009 N/A
1yr 2.237 1.74
2yr 2.482 1.87
5yr 2.809 2.19
10yr 2.970 2.53
30yr 3.145 3.14
today's rates chart

AAA Rated Munis

Pre-Res Ins’d Pure*
2 yr 1.91 2.05 1.87
5 yr 2.23 2.49 2.19
10 yr N/A 2.89 2.53
15 yr N/A 3.20 2.82
30 yr N/A 3.50 3.14

*Rated AAA on its own
Source: Bloomberg

Types of Bonds

Taxable

  1. Treasury Bills, Notes, and Bonds
  2. Government Trust Certificates and Strips
  3. Government Agencies Mortgage-Backed Securities
  4. Government Agencies Debentures
  5. Corporates(Investment Grade and High Yield)
  6. Yankee Bonds
  7. Taxable Munis

Tax Free

  1. Municipals USA
  2. Municipals U.S. Territories
  3. Very, very, very few corporates

Certain tax-free bonds may be subject to state and alternative minimum taxes, and capital gains tax may apply for bonds sold prior to maturity.

Click for Types of Bonds PDF

If your portfolio is greater than $500,000, Sharon Alister can provide a free analytic review to help ensure that your portfolio is in line with your investment goals. Call Sharon Alister at (800) 745-7110 or email info@AlisterTalksBonds.com

 

Interest Rates (Indications only)

Please note the rates for Ins’d and Pre-Res are not available from Bloomberg and will be updated as soon as possible.

Treasuries AAA Munis
3mo 1.815 N/A
6mo 2.009 N/A
1yr 2.237 1.74
2yr 2.482 1.87
5yr 2.809 2.19
10yr 2.970 2.53
30yr 3.145 3.14
today's rates chart

AAA Rated Munis

Pre-Res Ins’d Pure*
2 yr 1.91 2.05 1.87
5 yr 2.23 2.49 2.19
10 yr N/A 2.89 2.53
15 yr N/A 3.20 2.82
30 yr N/A 3.50 3.14

*Rated AAA on its own
Source: Bloomberg

Investing involves risk, including possible loss of principal. When investing in bonds, it is important to note that as interest rates rise, bond prices will fall. Conversely, as interest rates fall, bond prices will rise.

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