ActivePassive中級市政債券主動型ETF (APMU.US)
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請參考ActivePassive中級市政債券主動型ETF (APMU.US) ActivePassive Intermediate Municipal Bond ETF(APMU.US),中文名稱為ActivePassive中期市政債券主動型ETF,成立於2023/05/03,在NYSE交易所交易,計價幣別為美元,其主要投資地區為美國,投資標的為市政債券,本基金為主動型ETF,旨在尋求在本金波動性低的情況下免除聯邦所得稅的當期收入。該基金融合了主動和被動投資策略,以優化基金基準指數(Bloomberg Municipal 1-10 Year Blend Index)的成本、追蹤和潛在回報。在正常市場條件下,該基金將至少80%的淨資產投資於免徵美國聯邦所得稅且評級為投資等級或更高的美國市政債券。在持股方面,iShares National Muni Bond ETF佔3.12%,First American Government Obligations Fund 12/01/2佔1.55%,Private Colleges & Universities Authority 5% 09/01佔1.27%,Snohomish County Housing Authority 4% 04/01/2033佔1.23%,Cash & Other佔1.16%,State of Mississippi 4% 11/01/2035佔1.11%,Grant County Public Utility District No 2 Electric佔1.06%,Commonwealth of Pennsylvania 5% 09/01/2032佔1.04%,Los Angeles Unified School District/CA 5% 07/01/20佔0.97%,State of Ohio 5% 10/01/2031佔0.94%。
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