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Balanced Pool shares owned by Eagle Bay Advisors

Quarter-by-quarter ownership of Balanced Pool shares owned by Eagle Bay Advisors from 13F filings

Historical chart of Eagle Bay Advisors investment in Balanced Pool

Tip: Access up to 7 years of quarterly data

All positions including Balanced Pool held by Eagle Bay Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Balanced Pool by Eagle Bay Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $67k 770 86.46
2023-12-31 $58k 770 75.41
2023-09-30 $108k 1.6k 68.90
2023-06-30 $56k 784 71.41
2023-03-31 $54k 784 69.02
2022-12-31 $52k 784 65.67
2022-06-30 $52k 800 65.32

More positions owned by Eagle Bay Advisors

Apple Stock (AAPL)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Loomis Sayles Investment Grade Bond Y Mutual Fund (LSIIX)
Lazard Global Listed Infrastructure Instl Mutual Fund (GLIFX)
Tesla Stock (TSLA)
Baird Intermediate Bond Inv Mutual Fund (BIMSX)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Microsoft Corp Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Lord Abbett Inflation Focused I Mutual Fund (LIFIX)
iShares Select Dividend ETF Etf (DVY)
MainStay MacKay US Infrastructure Bond I Mutual Fund (MGOIX)
SPDR Bloomberg 3-12 Month T-Bill ETF Etf (BILS)
Uber Technologies Stock (UBER)
Schwab US TIPS ETF Etf (SCHP)

View all positions for Eagle Bay Advisors

Top funds holding Balanced Pool

McMahon Financial Advisors
Eagle Bay Advisors

View all funds holding Balanced Pool