BlackRock’s fixed income SMAs
Explore BlackRock’s full platform of fixed income SMAs to address your clients’ needs.
Municipal fixed income
Active:
Short-Term Municipal | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Intermediate Municipal | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Long-Term Municipal | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Municipal Opportunities | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Laddered:
Municipal Ladder 1-5 year | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Municipal Ladder 1-10 year | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Municipal Ladder 5-15 year | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Municipal Ladder 10-20 year | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Taxable fixed income
Active:
Short-Term Taxable | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Intermediate Taxable | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Fundamental Core Taxable | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Short Duration | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Core Bond | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Government/Corporate Taxable | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Laddered:
Corporate Ladder 1-5 year | Fact Sheet | Sample Portfolio | GIPS Composite Report |
Corporate Ladder 1-10 year | Fact Sheet | Sample Portfolio | GIPS Composite Report |
A discussion on fixed income SMAs: Hear from the experts
Kevin Staub, SMA Commercial Strategy and Duane Liedl, Senior Portfolio Manager discuss fixed income SMAs and how BlackRock is partnering with advisors to help deliver personalized solutions to their clients.
Why SMAs for fixed income investors?
A fixed income SMA is a portfolio of individual bonds that blends the benefits of direct ownership and institutional asset management. The unique structure of an SMA can provide benefits to both advisors and their clients.
Why BlackRock for fixed income SMAS
Scale matters when trading municipal bonds
BlackRock customizes fixed income SMAs across five dimensions
FAQ's
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Not all bonds are created equal. Some of the key differences between municipal and taxable bonds include the issuer and type of projects that will be funded, risk profile, yields and tax implications. It is important to consider the potential benefits and risks of each when deciding the best option for your specific situation.
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Taxes vary according to the type of bond you own. Tax-equivalent yield is the return calculation that puts a taxable and tax-exempt bond on equal footing. To calculate tax-equivalent yield, divide the municipal (tax-free) yield by 100% minus the investor’s tax bracket. This formula helps in comparing municipal and taxable bonds.
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Bonds typically pay interest on a semiannual basis, or every 6-months.
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- Bonds / Fixed Income
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Bonds / Fixed Income
Total Return Fund
Apr 15, 2024 | By BlackRockA diversified core bond strategy can help your portfolio deliver more consistent performance through market cycles. BlackRock Total Return Fund seeks returns in a variety of fixed income sectors while providing protection when stocks fall. -
Bonds / Fixed Income
Taking Stock of (and in) Markets
Rick Rieder discusses that as the economy appears to be returning to more normal conditions, advisors and their clients must evolve their portfolio construction. -
Bonds / Fixed Income
Active management will drive muni returns in 2024
Apr 4, 2024 | By BlackRockMarket update from BlackRock's municipal bond team. -
Tax
There’s Still Time to Reduce Tax Drag
Dec 21, 2023 | By Daniel Prince, CFALearn about two common ways to reduce portfolio tax costs as we approach year-end: tax loss harvesting and avoiding capital gains distributions. -
Bonds / Fixed Income
The Fixed Income opportunity for 2024
Rick Rieder argues that fixed income asset returns can appear prospectively most attractive after a prolonged back up in rates, so we see compelling opportunity. -
Tax
Rising muni yields can create opportunity for tax-aware investors
Dec 1, 2023 | By BlackRockDiscover how the yield opportunity in municipal bonds creates opportunity for tax-aware investors. -
Tax
Play offense: Tax-loss harvest bond funds to help lower tax bills
Nov 9, 2023 | By Karen Veraa, CFALearn about the opportunities to tax-loss harvest bond funds to lower clients’ tax bills. -
Bonds / Fixed Income
What’s going on with the rise in rates?
Oct 31, 2023 | By Gargi Pal ChaudhuriWe sit down with Investment Strategist David Jones as he unpacks the key factors surrounding the recent rise in Treasury yields. -
Bonds / Fixed Income
Rotation to Duration: Seeking a More Resilient Portfolio
Oct 30, 2023 | By BlackRockConsider adding duration to your investment portfolio. A potential Fed pause creates an opportunity, and duration can offer protection from market volatility -
Bonds / Fixed Income
7 Ways to use iBonds® ETFs to help your clients and your practice
Oct 23, 2023 | By Karen Veraa, CFADiscover the various roles iBonds® ETFs can play in an investor’s portfolio. -
Bonds / Fixed Income
Drive for Show, Putt for Dough
Rick Rieder and team argue that investing in today’s financial markets, not unlike a good round of golf, requires a mastery of the “short game.” -
Bonds / Fixed Income
How bond ETFs can help advisors reshape client portfolios
Sep 21, 2023 | By Karen Veraa, CFALearn why bond ETFs may be the right vehicle for advisors to take advantage of rising yields and restructure client portfolios. -
Multi-Asset
Making the Move to Mortgage-Backed Securities
Aug 31, 2023 | By BlackRockMortgage-backed securities (MBS) can be a high-quality diversifier in fixed-income portfolios. Our experts discuss why now may be a good time to move into MBS. -
Bonds / Fixed Income
Inflation, Interest Rates, and your Bond Portfolio
High interest rates create opportunities beyond cash. Lock in attractive opportunities across multiple asset classes. -
Bonds / Fixed Income
Investors Rediscover the Importance of Getting Paid Back
Rick Rieder and team argue that one of the most important questions investors should ask today is “Am I getting paid back for the risk I am taking? -
Bonds / Fixed Income
Put cash to work with bond ETFs
Jun 15, 2023 | By Karen Veraa, CFAShort duration bond ETFs can potentially generate more income while helping clients step out of cash and meet their short – or long-term investment goals. -
Bonds / Fixed Income
What does the Fed pause mean for advisors and their clients?
May 23, 2023 | By Gargi Pal ChaudhuriWhen the Federal Reserve stops raising rates, history suggests advisors should consider having their clients step out of cash into stocks and bonds. -
Bonds / Fixed Income
It’s Time to Start Playing Investment “Small Ball” in Portfolios
Rick Rieder and team argue that a series of small, but more probable, wins in fixed income can pave the way for portfolios to outperform benchmarks in 2023. -
Bonds / Fixed Income
How ETF bond ladders can help give client portfolios a boost
May 11, 2023 | By Karen Veraa, CFALearn how iBond ETFs make bond laddering simpler and more time-efficient for advisors to create, while helping clients access yields and reinvest coupons. -
Equities
iShares 2023 Investment Directions
May 3, 2023 | By Gargi Pal ChaudhuriWe pair our macro and market analysis with key implementation ideas, providing timely insights as investors navigate volatile markets. -
Bonds / Fixed Income
Yields are back and it may be time to rethink your allocation
Apr 13, 2023 | By Karen Veraa, CFAYields are back and advisors have an opportunity to rethink their clients’ overall asset allocation – and the tools they use to build fixed income portfolios. -
Bonds / Fixed Income
5 Reasons to Call an Investment Time-Out
Rick Rieder and team argue that a major shift in market perception of growth, inflation and policy trajectories means investors should consider calling a “time-out” to reassess portfolios. -
Bonds / Fixed Income
Navigating the current debt limit episode
Mar 8, 2023 | By BlackRockDebates over fiscal policy, debt levels, and differences in views of government spending priorities, have led to a contentious debt limit standoff. -
Bonds / Fixed Income
The Polyurethane Economy: Flexible and Adaptable
Rick Rieder and team argue that the U.S. economy continues to display polyurethane-like flexibility and resilience, despite extraordinary shocks. Investors need the same qualities. -
Bonds / Fixed Income
The outlook for inflation and case for TIPS
Feb 15, 2023 | By Gargi Pal ChaudhuriAlthough inflation appears to be cooling, we still favor TIPS in the medium term and in a strategic allocation given the longer-term outlook for inflation. -
Multi-Asset
The new environment for cash investing
Jan 27, 2023 | By BlackRockLEAF® is part of BlackRock Global Cash Management’s effort to incorporate Environmental, Social and Governance (“ESG”) factors into Cash Investing. -
Bonds / Fixed Income
Three Peaks: The Macro Outlook and Fixed income
Jan 23, 2023 | By BlackRockPeaking economic indicators suggest that we are entering a phase of slowing momentum and a more moderate Fed, setting up 2023 to be a strong year for fixed income -
Bonds / Fixed Income
Zooming in on Fixed Income in 2023
Rick Rieder and team argue that volatility and a "mountain" of rate hikes create a long runway for positive fixed income return in 2023 and beyond. -
Factors
iShares 2023 year-ahead investor guide
Dec 30, 2022 | By Gargi Pal ChaudhuriPersistent inflation and a hawkish Fed have forced a shift in markets: the era of low yields is ending. Our experts share what this means for diversification. -
Bonds / Fixed Income
Housing is about more than just where we live…
Sep 23, 2022 | By BlackRockWith housing affordability top of mind for households accessing affordable homeownership has come into clear focus. How can investors access the opportunity?