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Western Asset Mrtg Defined Oppn Fund shares owned by Ronald Blue Trust

Quarter-by-quarter ownership of Western Asset Mrtg Defined Oppn Fund (DMO) shares owned by Ronald Blue Trust from 13F filings

Historical chart of Ronald Blue Trust investment in Western Asset Mrtg Defined Oppn Fund

Tip: Access up to 7 years of quarterly data

All positions including Western Asset Mrtg Defined Oppn Fund held by Ronald Blue Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Asset Mrtg Defined Oppn Fund by Ronald Blue Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2k 285 11.06
2025-09-30 $3.3k 285 11.72

More positions owned by Ronald Blue Trust

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Etf Ser Solutions Vident Us Equity (VUSE)
Etf Ser Solutions Vident Us Bond (VBND)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Etf Ser Solutions Vident Internati (VIDI)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Ronald Blue Trust

Top funds holding Western Asset Mrtg Defined Oppn Fund

Royal Bank of Canada
Envestnet Asset Management
LPL Financial
Baird Financial
Venture Visionary Partners
Thomas J. Herzfeld Advisors
Raymond James Financial
Park Avenue Securities
Guggenheim Capital, LLC Managers
Robinson Capital Management
Goss Wealth Management
Advisor Group Holdings
Aviance Capital Partners
Cambridge Investment Research Advisors
Commonwealth Equity Services

View all funds holding Western Asset Mrtg Defined Oppn Fund