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Osterweis Strategic Income Fund equity shares owned by McMahon Financial Advisors

Quarter-by-quarter ownership of Osterweis Strategic Income Fund equity (OSTIX) shares owned by McMahon Financial Advisors from 13F filings

Historical chart of McMahon Financial Advisors investment in Osterweis Strategic Income Fund equity

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All positions including Osterweis Strategic Income Fund equity held by McMahon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Osterweis Strategic Income Fund equity by McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 1.1k 11.22
2024-06-30 $12k 1.1k 11.05

More positions owned by McMahon Financial Advisors

Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Value Advantage Money Ultra Shares Schwab Non-sweep Mmf (SNAXX)
Vanguard World Mega Cap Val Etf (MGV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Global Energ Etf (IXC)
Eaton Vance Short Dur Infl-prot Inc I Bond Funds (EIRRX)

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Top funds holding Osterweis Strategic Income Fund equity

McMahon Financial Advisors

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