iShares Diversified Monthly Income ETF…

iShares Diversified Monthly Income ETF (XTR.TO)

12.34

-0.02 (0.16%)

as of Jun 22, 2026, 7:39:42 pm Market Open.

65 watching

BUY

Used to be trust units of iShares. It's a fund of finds. Nothing wrong with it. Lots of diversification. MERs are high. Would not use them for his clients because he charges his clients for his services and then there are the MERs so it is like a mutual find to his clients but good ideas for direct investors.

COMMENT

Yields are so low that it is a terrible investment thesis to being in fixed income. You get maybe 2-3% return and after inflation and MERs you are at zero. 5.8% yield (average coupon).

HOLD

Like an all in one balanced fund. 2/3rds of the bond exposure is in lower quality bonds so they are more like equities. That is a nice fit into a lot of portfolios. When interest rates increase they will have an impact on this ETF. Spread on corporate bonds is quite high right now. Hold this ETF until you think interest rates will rise.

COMMENT

What will happen to the share price if interest rates go up? If this happens, this may not be the top performer. This is a good place to be in a lower interest rate environment. Currently, in this environment, it is a safe place to be.

COMMENT

This used to be income trusts units and they converted it into being a basket of all kinds of different income products. Fees are a little rich at around 55-60 basis points. Well diversified. He doesn't use it, but he has no issues with it.

COMMENT

For a 5%-6% total annual return on a portfolio, can this ETF form a substantial part of a portfolio? Yes this would be fine but are you sure this will continue to pay that?

BUY

Wants to generate a monthly cash income. Would this be a good idea over mutual funds? Over mutual funds, you are getting a bargain. As far as what it is actually holding is concerned it is a solid ETF.

BUY

Is a basket of a whole bunch of different income products. 44% is equity, the rest is bonds.

HOLD

With the tax changes, it will become and orphaned fund. It will likely get rolled up into the XRE real estate find.

COMMENT

S&P/TSX Income Trust ETF. A pretty good security this year but they changed the mandate so that it became an income bearing ETF and he sold his holdings.

COMMENT

S&P/TSX Income Trust ETF. What will happen to it with conversions? This will definitely disappear as of January 2011 but Blackrock is having a meeting to get it in position so it is an ongoing concern.

DON'T BUY

A lot of companies in this ETF are converting back to corporations. They already have the XRE, based on REITs, so he thinks they will amalgamate or something. The XTR will wither away. He doesn’t own because he uses covered calls for income.

COMMENT

S&P/TSX Income Trust ETF. What will likely happen to the price and payout once the non-REIT trusts convert? Expected dividend yield will be reduced but if it ends up in a dividend form there are some tax advantages. Yield of about 7%. Weighting is very skewed to energy.

COMMENT

Income trusts ETF. Yield of over 17.5%. Heavily weighted to energy and natural gas market. With energy dropping he could see many of the trusts cutting distributions. Great way to play income trusts but with the move to incorporation, yields are probably not sustainable.

BUY

Income Trusts. A nice way to get a broader portfolio of income trusts. Off since June and July mainly because it is 70% weighted to energy trusts. Interest rate sensitive.

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iShares Diversified Monthly Income ETF (XTR.TO)