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The Treasury market has been bereft of enjoyment for investors this year. The further out on the duration spectrum market participants venture, the more punishment they're incurring.
In theory, the last several years should've been an ideal time to own Treasury Inflation Protection Securities (TIPS) and the related ETFs. However, the largest ETF in the category has gained just 4% since June 2025.
The war in Iran reignited inflationary pressures and threw a wrench in the Federal Reserve's plans to lower interest rates this year. Sure, anything is possible, but Fed funds futures imply long odds of a July rate cute.
With the U.S. economy grappling with persistent energy shocks and rising electricity costs, inflation expectations for the next five years have climbed to their highest levels in four years. For financial advisors, the challenge is shielding client portfolios from eroding purchasing power.
With inflation persistent and rising due to soaring energy prices, it's not surprising that advisors and fixed income investors are revisiting Treasury Inflation-Protected Securities (TIPS). In fact, data indicate that inflation-linked bonds have been among the most popular fixed income destinations, dating back to 2022.
Some progress has been made in terms of fighting inflation, but likely not enough for most consumers. That's enough for many advisors and fixed income investors to revisit a familiar stomping ground: Treasury Inflation-Protected Securities (TIPS).
SEC filings for WTIP aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.