Personal Investment Notes

The current value of an I-Bond, through April 30th, is 5.64%.

Read more about I-bonds on the TreasuryDirect I-bond website.

A smattering of fixed income index funds.

Fixed Income Index Funds

AGG – Aggregate Bond Fund (ETF). Emulates the total United States investment-grade bond market as defined by the Lehman Brothers U.S. Aggregate index. 0.20% expense ratio.

BND – Vanguard Total Bond Market (ETF). Emulates Lehman Brothers Aggregate Bond Index. 0.10% expense ratio.

CSJ – ETF. Emulates Lehman Brothers 1-3 Year U.S. Credit index. 0.20% expense ratio.

IEF – iShares iBoxx $ Investment Grade Corporate Bond Fund (ETF). Tracks intermediate-term sector of the U.S. Treasury market. The Index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to 7 years and less than 10 years. 0.15% expense ratio.

LQD – ETF. Tracks U.S. investment-grade corporate bond market as defined by the iBoxx $ Liquid Investment-Grade index. 0.15% expense ratio.

TIP – iShares Barclays TIPS Bond Fund. Tracks inflation-protected sector of the United States Treasury market as defined by the Lehman Brothers U.S. TIPS index. 0.20% expense ratio.