US61772BAB99 - Morgan Stanley Akcje - cena akcji, własność instytucjonalna, akcjonariusze

Podstawowe statystyki
Właściciele instytucjonalni 0 total, 0 long only, 0 short only, 0 long/short - change of -2,86% MRQ
Średnia alokacja portfela 0.1783 % - change of 13,09% MRQ
Własność instytucjonalna i akcjonariusze

Morgan Stanley (US:US61772BAB99) posiada 0 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Do największych akcjonariuszy należą .

Morgan Stanley (US61772BAB99) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.

US61772BAB99 / Morgan Stanley - 1.593% 2027-05-04 Institutional Ownership
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Zgłoszenia 13F i NPORT

Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

Aktualizacja aby odblokować dane premium i eksportować do Excela .

Data pliku Źródło Inwestor Typ Średnia cena
(Est)		 Akcje Akcje; Δ 
(%)		 Zgłoszono
Wartość
($1000)		 Wartość; Δ 
(%)		 Przydział portu
(%)
2025-08-28 NP BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 267 0,76
2025-04-29 NP AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 492 1,03
2025-07-30 NP SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 51 -47,92
2025-07-25 NP AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 449 0,64
2025-09-29 NP LPCIX - MetLife Core Plus Fund I Class Shares 259 0,78
2025-05-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 1 409 1,00
2025-07-24 NP FXNAX - Fidelity U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11 075 0,64
2025-06-30 NP VCPSX - Vanguard STAR Core-Plus Bond Fund Institutional Shares 2 707
2025-08-18 NP PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 859 0,70
2025-08-28 NP BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 409 0,74
2025-08-25 NP WINC - WESTERN ASSET SHORT DURATION INCOME ETF 59 0,00
2025-07-28 NP BBAG - JPMorgan U.S. Aggregate Bond ETF 528 0,57
2025-09-26 NP TAIBX - PGIM CORE BOND FUND Class Z 5 474 0,66
2025-05-30 NP JABAX - Janus Henderson Balanced Fund Class T 11 173 1,03
2025-04-28 NP EYEG - AB Corporate Bond ETF 123 -2,40
2025-07-28 NP GBOAX - JPMorgan Global Bond Opportunities Fund Class A 11 617 0,64
2025-04-25 NP VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 63 844 7,60
2025-07-28 NP VCBDX - Core Bond Fund 636 0,63
2025-06-25 NP BKAG - BNY Mellon Core Bond ETF 291 1,04
2025-05-28 NP TBIIX - TIAA-CREF Bond Index Fund Institutional Class 4 818 1,05
2025-04-25 NP PNIIX - Bond Market Index Fund Institutional Class 150 0,68
2025-07-28 NP JMGIX - JPMorgan Managed Income Fund Class L 3 093
2025-05-23 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 261 1,16
2025-08-26 NP GLDYX - LOW-DURATION BOND FUND Institutional 322 75,00
2025-07-24 NP FCNVX - Fidelity Conservative Income Bond Fund 20 163 0,64
2025-07-29 NP NMKYX - North Square McKee Bond Fund Class Y 890 0,11
2025-06-25 NP DBMIX - BNY Mellon Bond Market Index Fund Investor Shares 291 1,04
2025-09-02 NP NUSAX - Navigator Ultra Short Bond Fund Class A 978
2025-07-25 NP CTRZX - Multi-Manager Total Return Bond Strategies Fund Institutional Class 2 852 -5,28
2025-09-24 NP SRHQX - Short-Term Income Fund Class A 10 507 0,67
2025-08-26 NP CBPSX - Virtus Seix Total Return Bond Fund Class A 686 0,88
2025-08-28 NP UCRD - VictoryShares ESG Corporate Bond ETF 1 903 0,79
2025-08-22 NP Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 4 338 0,77
2025-08-26 NP STGIX - Virtus Seix Core Bond Fund Class A 913 66,00
2025-05-28 NP VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 410 -21,71
2025-09-26 NP Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 121 -5,47
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 537 0,75
2025-06-26 NP QLTA - iShares Aaa - A Rated Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 444 -23,08
2025-04-28 NP GUGAX - GMO Core Plus Bond Fund Class III 145 0,70
2025-08-29 NP CORP - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 113 0,89
2025-07-25 NP USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 927 -0,44
2025-08-25 NP CWBFX - CAPITAL WORLD BOND FUND Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 257 0,77
2025-04-28 NP CPLS - AB Core Plus Bond ETF 124 0,82
2025-05-28 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 227 1,01
2025-07-29 NP JSNRX - John Hancock Short Duration Bond Fund Class NAV 1 943 0,62
2025-05-21 NP SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 017 0,99
2025-08-26 NP IOSAX - Voya Global Bond Portfolio Class ADV 482 0,84
2025-09-25 NP AAINX - Thrivent Opportunity Income Plus Fund Class A 170 1,19
2025-06-26 NP PHEAX - PGIM Global Total Return (USD Hedged) Fund Class A 29 3,57
2025-07-28 NP JSIAX - JPMorgan Unconstrained Debt Fund Class A 2 585 0,62
2025-08-25 NP MWLIX - Metropolitan West Low Duration Bond Fund Class I 5 714 0,78
2025-07-29 NP SCOAX - Siit Core Fixed Income - Class A 1 477 0,68
2025-05-28 NP SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 118 0,99
2025-09-23 NP INGBX - Voya Global Bond Fund Class A 130 0,78
2025-08-27 NP Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 1 730 -73,85
2025-05-23 NP EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 1 646 1,04
2025-07-24 NP FSLD - Fidelity Sustainable Low Duration Bond ETF 12 0,00
2025-08-27 NP ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 283 1,07
2025-08-25 NP MSPSX - MassMutual Select Total Return Bond Fund Class R5 888 0,79
2025-07-25 NP EAGG - iShares ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 568 5,19
2025-05-21 NP SCHJ - Schwab 1-5 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 697 13,70
2025-08-19 NP GPPIX - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 11 243
2025-08-28 NP BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 675 74,90
2025-05-28 NP TNSHX - TIAA-CREF Short-Term Bond Index Fund Institutional Class 291 1,05
2025-08-18 NP PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 1 171 0,77
2025-08-26 NP BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 640
2025-04-25 NP VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 700 17,25
2025-09-03 NP NTBAX - Navigator Tactical Fixed Income Fund Class A Shares 97 750
2025-08-28 NP WLCTX - Wilshire International Equity Fund Investment Class 134 0,76
2025-07-25 NP SUSB - iShares ESG 1-5 Year USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 613 0,75
2025-09-26 NP SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 137 0,74
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 887 0,62
2025-08-25 NP RUSIX - RBC Ultra-Short Fixed Income Fund Class I 976 0,72
2025-09-24 NP BlackRock ETF Trust II - BlackRock Total Return ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 55 -90,97
2025-09-26 NP SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 4 022 0,68
2025-08-27 NP PBSMX - PGIM SHORT-TERM CORPORATE BOND FUND Class A 17 853 0,78
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 87 1,16
2025-09-25 NP LBLAX - Thrivent Limited Maturity Bond Fund Class A 977 0,72
2025-08-21 NP MSDYX - Mercer Short Duration Fixed Income Fund Class Y-3 47 53,33
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 53 -42,86
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 957 0,77
2025-08-22 NP Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 384 0,79
2025-08-28 NP DTLGX - Large Company Growth Portfolio Investment Class 155 0,65
2025-08-27 NP VIITX - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 489 0,78
2025-06-26 NP NUBD - Nuveen ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 0,00
2025-04-24 NP IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 591 -1,05
2025-07-30 NP FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 909 -60,85
2025-07-25 NP SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 680 0,74
2025-09-25 NP VFSTX - Vanguard Short-Term Investment-Grade Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50 872 0,67
2025-08-27 NP NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 400 0,76
2025-08-21 NP UMNIX - Lazard US Short Duration Fixed Income Portfolio Institutional Shares 610 0,66
2025-09-24 NP SLQD - iShares 0-5 Year Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 944 0,07
2025-09-24 NP NBSD - Neuberger Berman Short Duration Income ETF 1 315 0,69
2025-05-28 NP MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 354 1,14
2025-07-24 NP FIFZX - Fidelity Series Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17 005 0,64
2025-05-28 NP VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 559 1,02
2025-08-18 NP PACIFIC SELECT FUND - Bond Plus Portfolio Class P 1 835 0,77
2025-05-28 NP PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 140 0,72
2025-07-25 NP GBF - iShares Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34 3,03
2025-07-28 NP JPST - JPMorgan Ultra-Short Income ETF 26 733
2025-05-30 NP JABLX - Janus Henderson Balanced Portfolio Service Shares 3 121 1,04
2025-05-28 NP LQIG - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 79 27,42
2025-08-25 NP IASBX - Voya Short Term Bond Fund Class A 1 170 69,08
2025-08-27 NP VUSB - Vanguard Ultra-Short Bond ETF ETF Shares 3 162 47,14
2025-05-28 NP PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 581
2025-09-25 NP TAGG - T. Rowe Price QM U.S. Bond ETF 127 0,79
2025-08-29 NP QSIG - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 269 0,75
2025-07-28 NP BBCB - JPMorgan Corporate Bond Research Enhanced ETF 86 1,19
2025-09-24 NP BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 419 121,69
2025-07-22 NP GCOR - Goldman Sachs Access U.S. Aggregate Bond ETF 49 0,00
2025-07-28 NP JPIB - JPMorgan Global Bond Opportunities ETF 670 0,60
2025-05-28 NP SPSB - SPDR(R) Portfolio Short Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14 246 -20,90
2025-07-24 NP FIBUX - Fidelity Flex U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 069 0,56
2025-05-28 NP VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 508 0,99
2025-07-25 NP SWSBX - Schwab Short-Term Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 583 0,69
2025-05-28 NP SSAFX - State Street Aggregate Bond Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 237 1,28
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 484 1,04
2025-07-30 NP UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 268 -46,18
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 190 1,07
2025-09-24 NP Mfs Multimarket Income Trust 305 0,66
2025-07-29 NP SLDBX - SIIT Limited Duration Bond Fund - Class A 875 0,69
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 166 0,61
2025-08-28 NP BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 395 -67,20
2025-05-28 NP VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 59 520 1,26
2025-08-28 NP BMDL - VictoryShares WestEnd Economic Cycle Bond ETF 230 109,09
2025-08-19 NP GEIIX - Goldman Sachs Enhanced Income Fund Institutional 2 475
2025-07-24 NP FAMZX - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 136 0,74
2025-05-29 NP JNL SERIES TRUST - JNL Bond Index Fund (I) 189 1,08
2025-05-28 NP AAHYX - Thrivent Diversified Income Plus Fund Class A 252 0,80
2025-08-27 NP VCRB - Vanguard Core Bond ETF ETF Shares 1 220 0,74
2025-08-26 NP LLAAX - Western Asset Long Credit VIT Class I 254 0,80
2025-04-28 NP JBOAX - John Hancock ESG Core Bond Fund Class A 290 1,05
2025-09-25 NP TCW ETF Trust - TCW Corporate Bond ETF 24 0,00
2025-09-25 NP AABFX - Thrivent Balanced Income Plus Fund Class A 74 1,37
2025-08-22 NP FTRB - Federated Hermes Total Return Bond ETF 319 0,95
2025-07-25 NP SUSC - iShares ESG USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 478 49,38
2025-05-28 NP SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 439 8,22
2025-08-26 NP IMBAX - Voya Limited Maturity Bond Portfolio Class ADV 630 46,51
2025-07-24 NP FNSOX - Fidelity Short-Term Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 993 0,64
2025-07-25 NP GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 661 8,55
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 81 1,25
2025-08-28 NP DTLVX - Large Company Value Portfolio Investment Class 108 0,93
2025-06-26 NP ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 510 21,69
2025-09-02 NP NTAIX - Navigator Tactical U.S. Allocation Fund Class I 978
2025-09-25 NP VUSFX - Vanguard Ultra-Short-Term Bond Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14 446 0,67
2025-09-26 NP FTSM - First Trust Enhanced Short Maturity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 939 0,66
2025-06-26 NP BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 276 -6,99
2025-07-24 NP FAPFX - Fidelity SAI Sustainable Low Duration Income Fund 78 0,00
2025-09-24 NP NEAR - iShares Short Maturity Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 265 0,68
2025-08-28 NP PIGIX - PIMCO Investment Grade Credit Bond Fund Institutional 9 370 -36,36
2025-09-26 NP MSTRX - Morningstar Total Return Bond Fund 159 37,07
2025-08-27 NP VPLS - Vanguard Core-Plus Bond ETF ETF Shares 439 0,92
2025-07-22 NP FTRFX - Federated Total Return Bond Fund Service Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 698 0,65
2025-05-27 NP MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 663 1,07
2025-07-29 NP STTIX - North Square Core Plus Bond Fund Class I 83 0,00
2025-07-24 NP FZOLX - Fidelity SAI Low Duration Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26 625 0,64
2025-08-28 NP BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 741 22,11
2025-08-27 NP BBCPX - Bridge Builder Core Plus Bond Fund 16 581 64,34
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 273 0,74
2025-07-24 NP FNDSX - Fidelity Sustainability Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 58 1,75
2025-05-28 NP SPBO - SPDR Portfolio Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 363 38,02
2025-09-25 NP HTRB - Hartford Total Return Bond ETF 132 0,00
2025-08-25 NP IIBOX - Voya Intermediate Bond Fund Class R 3 574 0,79
2025-07-29 NP SIDCX - SIIT Intermediate Duration Credit Fund - Class A 9 392 0,64
2025-05-16 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 581 1,04
2025-08-27 NP ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 3 367 0,78
2025-07-24 NP FJTDX - Fidelity Flex Conservative Income Bond Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 603 0,63
2025-08-26 NP BRASX - Bats Series S This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 677 15,18
2025-08-28 NP SCXIX - Simt Core Fixed Income Fund Class I 751 0,81
2025-08-18 NP PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 2 225 0,77
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