MorganRosel Trims Bond Holdings Amid Rate Hikes

MorganRosel Wealth Management reduced its investment in the Vanguard Core-Plus Bond Fund by $3.4 million in Q1 2026, selling 43,113 shares, now holding 82,220 shares worth $6.38 million, making up 2.52% of their assets. This move signals caution due to inflation concerns, Iran conflict, and Fed rate pause, as higher rates negatively impact bond values. The core-plus fund offers a 4.75% dividend yield and 6.26% one-year gain. MorganRosels repositioning may help lock in gains and avoid further losses as rates potentially rise. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/fc8a968c0bc8d257