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Carr Financial Group's Defensive Bond Moves

The Motley Fool Logo The Motley Fool • •By Emma Newbery
Carr Financial Group's Defensive Bond Moves

Carr Financial Group increased its position in Vanguard Total Bond Market ETF by 78,520 shares, worth $6.09 million, making it 8.5% of its assets under management. The move appears to be part of a broader defensive strategy, including investments in gold and dividend stocks.

Insights
SOJC   positive

Beat earnings forecasts, reported revenue growth of 7.5%, increased kilowatt-hour sales in commercial and industrial sectors, and expanded total regulated utility customer base


BND   neutral

Steady investment with modest performance, used as a risk-balancing asset in portfolio