Why a Maine Advisor Put $5. Million Into a Global Bond ETF Yielding Nearly 4%
The Motley Fool·2026-01-04 22:12
When a traditionally diversified portfolio makes fixed income one of its biggest bets, it’s worth asking what risks it’s trying to hedge and what returns it still expects to earn.The Dimensional Global Core Plus Fixed Income ETF (DFGP 0.07%) was the subject of a buy by Maine-based Penobscot Wealth Management, which added an estimated $5.22 million to its position as of September 30.What HappenedAccording to a Securities and Exchange Commission (SEC) filing dated November 19, Penobscot Wealth Management incr ...