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Bond Portfolio Builder

Construct a fixed income portfolio across Treasury, Investment Grade, High Yield, and Municipal bonds. Manage duration and credit risk to match your investment objectives.

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Portfolio Holdings
IEF30%
iShares 7-10 Year Treasury Bond ETF
AAA4.2% yield7.5y dur
VCIT25%
Vanguard Intermediate-Term Corp Bond ETF
A5.1% yield6.2y dur
HYG15%
iShares iBoxx $ High Yield Corp Bond ETF
BB7.2% yield3.8y dur
TOTAL ALLOCATION70%
UNALLOCATED30%
Parameters
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Bond Portfolio

Fixed Income Holdings • Generated on February 10, 2026

AllocationInstitute

Portfolio Summary

TOTAL ALLOCATION
70%
INITIAL INVESTMENT
$100,000
NUMBER OF HOLDINGS
3

Key Metrics

AVG YIELD
3.62%
AVG DURATION
4.4 yrs
Wtd Yield
3.62%
Wtd Duration
4.4 yrs

Holdings Detail

NameTickerRatingWeightYieldDurationValue
iShares 7-10 Year Treasury Bond ETFIEFAAA30%4.20%7.5y$30,000
Vanguard Intermediate-Term Corp Bond ETFVCITA25%5.10%6.2y$25,000
iShares iBoxx $ High Yield Corp Bond ETFHYGBB15%7.20%3.8y$15,000

Top 5 Holdings

IEF: 30%
VCIT: 25%
HYG: 15%

Disclaimer: This report is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Simulated returns are based on historical data and assumptions that may not reflect actual market conditions. Consult a qualified financial advisor before making investment decisions.

Allocation Institute © 2026
Bond Portfolio Report
Portfolio Yield3.62%
Duration4.4 yrs
Annual Income$3,615
Holdings3
Bond Type Allocation
  • Treasury
  • Investment Grade
  • High Yield
Credit Quality
0%8%16%32%AAAABB
Holdings Detail
TICKERTYPERATINGYIELDDURATIONWEIGHTVALUE
IEFTreasuryAAA4.2%7.5y30%$30,000
VCITInvestment GradeA5.1%6.2y25%$25,000
HYGHigh YieldBB7.2%3.8y15%$15,000