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Msc Income Fund shares owned by Trust

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by Trust from 13F filings

Historical chart of Trust investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 855 13.14

More positions owned by Trust

Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)
Schwab Fundamental International Equity Etf Etf (FNDF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Mid-cap Value Etf Etf (VOE)
Ishares Russell 1000 Etf Etf (IWB)
Vanguard Mid-cap Growth Etf Etf (VOT)
Jpmorgan Active Growth Etf Etf (JGRO)
Ishares National Muni Bond Etf Etf (MUB)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)

View all positions for Trust

Top funds holding Msc Income Fund

Ares Management
Franklin Resources
Marshall Wace
BlackRock
LPL Financial
Jane Street
Alpine Partners VI
Cambridge Investment Research Advisors
J.w. Cole Advisors
Cetera Investment Advisers
Millennium Management
Legacy Wealth Managment
Sigma Planning
Centaurus Financial
U.S. Capital Wealth Advisors

View all funds holding Msc Income Fund