Geopolitics Alpha

Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works

Published . Updated .

Higher yields have pushed bon prices lower. Here's how investors can use tax-loss harvesting to offset gains and avoid wash-sale pitfalls.

Directly affected

  • No company is named in this report.

Indirectly affected

  • GOVZ ISHARES 25 YEAR TREASURY STRIPS BOND ETF

    GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF

    GA selected LEMB as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AGGY WISDOMTREE YIELD ENHANCED US BOND FUND

    GA selected AGGY as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AGZD WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND

    GA selected AGZD as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BBLB JPMORGAN BETABUILDERS U.S. TREASURY BOND 20 YEAR ETF

    GA selected BBLB as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BNDS SERIES PORTFOLIOS TRUST INFRASTRUCTURE CAPITAL BOND INCOME ETF

    GA selected BNDS as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
GOVZ———————
LEMB———————
AGGY———————
AGZD———————
BBLB———————
BNDS———————

Higher yields have pushed bon prices lower. Here's how investors can use tax-loss harvesting to offset gains and avoid wash-sale pitfalls.

Source: CNBC Top

Ishares 25 Year Treasury Strips Bond Etf (GOVZ) since this story, compared with the market

Since the first closing price after “Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works,” Ishares 25 Year Treasury Strips Bond Etf (GOVZ) is +5.94%. The S&P 500 fund (SPY) is -1.08% over the same days, a +7.02% difference versus the market.

GOVZ
SPY

Who gains and who loses around Ishares 25 Year Treasury Strips Bond Etf (GOVZ)

Companies carried with this story

  • GOVZ Ishares 25 Year Treasury Strips Bond Etf

    For “Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works,” Ishares 25 Year Treasury Strips Bond Etf (GOVZ) is linked, with no stored direction, medium confidence. Reason on file: GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • LEMB Ishares J.P. Morgan Em Local Currency Bond Etf

    For “Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works,” Ishares J.P. Morgan Em Local Currency Bond Etf (LEMB) is linked, with no stored direction, medium confidence. Reason on file: GA selected LEMB as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AGGY Wisdomtree Yield Enhanced Us Bond Fund

    Wisdomtree Yield Enhanced Us Bond Fund (AGGY) is linked, with no stored direction, medium confidence in the 2 Oct 2026 story “Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works.” Reason on file: GA selected AGGY as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AGZD Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund

    For “Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works,” Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) is linked, with no stored direction, medium confidence. Reason on file: GA selected AGZD as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BBLB Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf

    In “Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works,” Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf (BBLB) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBLB as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BNDS Series Portfolios Trust Infrastructure Capital Bond Income Etf

    In “Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works,” Series Portfolios Trust Infrastructure Capital Bond Income Etf (BNDS) is linked, with no stored direction, medium confidence. Reason on file: GA selected BNDS as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Ishares 25 Year Treasury Strips Bond Etf (GOVZ)

Ishares 25 Year Treasury Strips Bond Etf (GOVZ) is the company in “Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works,” the 2 Oct 2026 this story story.

Ishares 25 Year Treasury Strips Bond Etf (GOVZ) is on the page because GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, Ishares J.P. Morgan Em Local Currency Bond Etf (LEMB), is listed for a different reason: GA selected LEMB as a RELATED security because its canonical security name directly matches this event's themes: bond. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Ishares 25 Year Treasury Strips Bond Etf (GOVZ)

AGGY traded between 41.03 and 42.30 across 20 sessions. The latest close on file is 41.56. GOVZ traded between 29.90 and 33.87 across 20 sessions. The latest close on file is 32.20. LEMB traded between 41.92 and 42.91 across 20 sessions. The latest close on file is 42.41.

How strong the case is around Ishares 25 Year Treasury Strips Bond Etf (GOVZ)

46 out of 100

“Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.