Yields (TBF =16.48) have recently rebounded with a rising trendline, so this bodes well for I****, then S****, then B**** if you already have 80% core in I****. I**** has recently overtaken S**** as the leader again, which is why it is our largest position. It’s up to $3.9B in assets. It was about $1B when I got in.
We’re up 31% YTD, or a 51% ARR. Nasdaq…