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Flexshares Tr discp dur mbs shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Flexshares Tr discp dur mbs (MBSD) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Flexshares Tr discp dur mbs

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr discp dur mbs held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr discp dur mbs by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.3M 259k 20.38
2023-12-31 $4.8M 235k 20.56
2023-09-30 $8.1M 409k 19.73
2023-06-30 $8.0M 391k 20.39
2023-03-31 $7.7M 374k 20.65

More positions owned by Trivant Custom Portfolio Group

Apple Aapl (AAPL)
Microsoft Corp MSFT (MSFT)
Nvidia Corp Nvda (NVDA)
Flexshares Disciplined Durtn Mbs Etf MBSD (MBSD)
Amazon.com Amzn (AMZN)
Alphabet Inc. Class A Googl (GOOGL)
Advanced Micro Device In Amd (AMD)
Merck & Co MRK (MRK)
Ishares 0-5 Year Tips Bond Etf Stip (STIP)
Deere & Co De (DE)
Costco Wholesale Cost (COST)
Ishares Brd Usd Inv Grd Corp Bd Etf Usig (USIG)
Northrop Grumman Noc (NOC)
General Electric Co Trades With Due Bills Ge (GE)
Lowes Companies Low (LOW)

View all positions for Trivant Custom Portfolio Group

Top funds holding Flexshares Tr discp dur mbs

Boltwood Capital Management
Trivant Custom Portfolio Group
Jane Street
Titleist Asset Management
Change Path
Raymond James & Associates
Wilbanks Smith & Thomas Asset Management
NBT Bank
Wealth Enhancement Advisory Services
CoreCap Advisors
Citadel Advisors
Bank of America Corporation
Investors Research Corp
Advisor Group Holdings
Us Bancorp

View all funds holding Flexshares Tr discp dur mbs