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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- -0.02% 271.56M 46405.77
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 207.10M Upgrade

Basic Info

Investment Strategy
HBIL will seek to achieve its investment objective by providing exposure primarily, directly or indirectly, to shorter-term U.S. Treasury securities. In conjunction with investing in and holding shorter-term U.S. Treasury securities, HBIL will invest in index-basedexchange traded funds to obtain exposure to longer-term U.S. Treasury bonds. HBIL may also hold cash and cash equivalents or other money market instruments in order to meet its obligations.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Government
Peer Group Global Fixed Income
Global Macro Bond Government
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Hamilton ETFs
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Performance Versus Peer Group

 
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15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.76%
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-7.04%
3.65%
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-7.07%
4.97%
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2.43%
3.34%
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11.73%
1.29%
As of December 15, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash -2.23%
Stock 0.00%
Bond 104.3%
Convertible 0.00%
Preferred 0.00%
Other -2.08%
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Basic Info

Investment Strategy
HBIL will seek to achieve its investment objective by providing exposure primarily, directly or indirectly, to shorter-term U.S. Treasury securities. In conjunction with investing in and holding shorter-term U.S. Treasury securities, HBIL will invest in index-basedexchange traded funds to obtain exposure to longer-term U.S. Treasury bonds. HBIL may also hold cash and cash equivalents or other money market instruments in order to meet its obligations.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Government
Peer Group Global Fixed Income
Global Macro Bond Government
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Hamilton ETFs
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

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