US91282CJA09 United States Treasury Note/Bond Action - prix de l'action, participation institutionnelle, actionnaires

Statistiques de base
Propriétaires institutionnels 2 total, 2 long only, 0 short only, 0 long/short - change of 6,29% MRQ
Allocation moyenne du portefeuille 0.5867 % - change of -0,14% MRQ
Actions institutionnelles (Long) 34 000 000 (ex 13D/G) - change of -26,32MM shares -43,63% MRQ
Valeur institutionnelle (Long) $ 34 925 USD ($1000)
Participation institutionnels et actionnaires

United States Treasury Note/Bond (US:US91282CJA09) détient 2 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 34,000,000 actions. Les principaux actionnaires incluent MXBIX - Great-West Bond Index Fund Investor Class, and PRFIX - Parnassus Fixed Income Fund Investor Shares .

United States Treasury Note/Bond (US91282CJA09) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.

US91282CJA09 / United States Treasury Note/Bond - 4.63% 2028-09-30 Institutional Ownership
Déclarations 13F et NPORT

Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)		 Actions Δ Actions
(%)		 Valeur déclarée
(1000 $)		 Δ Valeur
(%)		 Allocation de portefeuille
(%)
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 7 297 -28,69
2025-03-25 NP FTCB - First Trust Core Investment Grade ETF 1 011
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 4 405 0,50
2025-08-27 NP JNL SERIES TRUST - JNL Bond Index Fund (I) 3 597 0,45
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 594 0,34
2025-08-27 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 646 758 0,44
2025-05-22 NP HADAX - Hartford Balanced Hls Fund Ia 4 589 1,39
2025-08-19 NP GSFIX - Goldman Sachs Core Fixed Income Fund Institutional 1 028 0,39
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 3 908 0,21
2025-05-28 NP VANGUARD VARIABLE INSURANCE FUNDS - Balanced 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 2 930 -37,12
2025-08-29 NP VPVLTDV - PIMCO Long-Term U.S. Government Portfolio Administrative 206 0,49
2025-04-28 NP AMUSX - U.S. Government Securities 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 2 695 0,30
2025-08-26 NP EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB 1 231
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 2 921 0,52
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 6 184 0,50
2025-07-25 NP EUSB - iShares ESG Advanced Total USD Bond Market 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 1 126 0,27
2025-07-29 NP VSIGX - Vanguard Intermediate-Term Treasury 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 337 257 -0,24
2025-08-25 NP SCHR - Schwab Intermediate-Term U.S. Treasury 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 141 858 59,27
2025-07-24 NP FZOMX - Fidelity SAI Short-Term 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 51 150
2025-05-27 NP ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 24 799 -56,88
2025-08-28 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 21 716 -0,44
2025-08-27 NP VCRB - Vanguard Core Bond ETF ETF Shares 5 718 3 815,75
2025-08-25 NP CBNAX - American Funds Emerging Markets Bond Fund Class 529-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 18 192 0,43
2025-07-28 NP JBND - JPMorgan Active Bond ETF 6 737 0,21
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 1 054 0,19
2025-05-29 NP Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 10 614 1,35
2025-08-27 NP VMSAX - Vanguard Multi-Sector Income Bond Fund Admiral Shares 1 802
2025-08-28 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 8 736 0,45
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 98 618 0,21
2025-06-26 NP DFSD - Dimensional Short-Duration Fixed Income ETF 51 646 -0,68
2025-06-30 NP VCPSX - Vanguard STAR Core-Plus Bond Fund Institutional Shares 24 873
2025-05-27 NP BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 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 558 1,45
2025-05-29 NP ABNDX - BOND FUND OF AMERICA Class A 117 368 1,36
2025-08-26 NP EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA 25 690 0,51
2025-08-26 NP SIIDX - Bernstein Intermediate Duration Institutional Portfolio 8 924 0,51
2025-08-27 NP VCOBX - Vanguard Core 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 25 246 36,59
2025-03-27 NP HBLAX - THE HARTFORD BALANCED INCOME FUND Class A 6 815 -32,17
2025-08-28 NP SSASX - State Street Income Fund 7 088 -21,66
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 7 902 1,39
2025-06-25 NP BKAG - BNY Mellon Core Bond ETF 1 135 2,07
2025-08-22 NP FSTAX - Fidelity Advisor Strategic Income Fund Class A 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 22 229 0,43
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 96 -47,51
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 186 085 0,21
2025-08-11 NP Six Circles Trust - Six Circles Global Bond Fund 2 152 26 800,00
2025-07-30 NP FIWGX - Strategic Advisers Fidelity 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 121 738 0,21
2025-06-26 NP GBLAX - AMERICAN FUNDS GLOBAL BALANCED 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 129 570 2,09
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 3 819 2,06
2025-07-24 NP FTBFX - Fidelity Total 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 902 0,22
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 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 1 927 -4,32
2025-08-28 NP EINFX - ELFUN INCOME FUND Elfun Income Fund 630 0,48
2025-07-24 NP FEBEX - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 194 0,52
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 180 206 0,43
2025-06-26 NP DFCF - Dimensional Core Fixed Income ETF 7 906
2025-06-18 NP GBIAX - Nationwide Bond Index Fund Class A 516 2,18
2025-08-27 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 8 883 0,44
2025-08-27 NP WBALX - Balanced Fund - Investor Class 2 056 0,44
2025-07-24 NP FSTGX - Fidelity Intermediate Government 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 10 793 0,21
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 257 0,39
2025-08-26 NP GMDYX - MEDIUM-DURATION BOND FUND Institutional 1 028 0,39
2025-08-28 NP PMBIX - PIMCO Total Return Fund II Institutional 4 728 0,45
2025-05-27 NP BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 17 009 1,38
2025-08-27 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 307 166 0,55
2025-04-25 NP FIGB - Fidelity Investment Grade Bond ETF 5 239 -36,25
2025-06-26 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 460 2,22
2025-06-26 NP NUSA - Nuveen Enhanced Yield 1-5 Year 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 310 1,98
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 822 0,61
2025-08-28 NP SPTB - SPDR Portfolio Treasury ETF 401 0,25
2025-03-27 NP BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 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 75 838 -0,52
2025-08-27 NP HCIIX - The Core Fixed Income Portfolio HC Strategic Shares 103 0,00
2025-08-22 NP Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 3 278 0,43
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 5 114 0,22
2025-07-30 NP VBND - Vident Core U.S. Bond Strategy ETF 2 193 0,23
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 614 0,16
2025-08-27 NP SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 9 070 0,43
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 8 529 0,24
2025-07-28 NP BBIB - JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF 376 77,36
2025-08-28 NP TWUSX - Short-term Government Fund Investor Class This fund is a listed as child fund of American Century Companies 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 6 168
2025-08-26 NP EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 3 290 0,52
2025-07-25 NP ABPAX - AB Conservative Wealth Strategy Class A 3 624 -9,13
2025-05-05 NP PRFIX - Parnassus Fixed Income Fund Investor Shares 3 000 000 0,00 3 067 1,32
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 24 592 2,08
2025-04-29 NP BBAG - JPMorgan U.S. Aggregate Bond ETF 6 235 0,21
2025-07-25 NP PNIIX - Bond Market Index Fund Institutional Class 6 358 0,20
2025-08-21 NP MXBIX - Great-West Bond Index Fund Investor Class 31 000 000 0,00 31 859 0,43
2025-08-28 NP ACSKX - Short Duration Fund C Class This fund is a listed as child fund of American Century Companies 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 7 196
2025-08-28 NP TBIIX - TIAA-CREF Bond Index Fund Institutional Class 24 665 0,43
2025-07-24 NP FDIAX - Fidelity Advisor Limited Term Bond Fund Class A 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 79 475 0,21
2025-06-30 NP VFISX - Vanguard Short-Term Treasury 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 67 082 2,07
2025-08-15 NP Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 456 -42,04
2025-08-27 NP WEFIX - Short Duration Income Fund - Institutional Class 4 112 0,44
2025-08-28 NP STFBX - State Farm Balanced Fund 2 055 0,44
2025-07-24 NP FSMTX - Fidelity SAI Total 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 559 0,18
2025-05-29 NP OAFIX - Optimum Fixed Income Fund Class A 11 426 1,37
2025-07-29 NP PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 2 118 -49,71
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 9 311 -4,99
2025-06-30 NP VFITX - Vanguard Intermediate-Term Treasury 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 20 641 -55,67
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 97 1,04
2025-08-27 NP Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 5 961 0,44
2025-08-26 NP NOBOX - Northern Bond Index Fund 5 138 0,43
2025-07-24 NP FBND - Fidelity Total Bond ETF 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 2 384 0,21
2025-07-29 NP TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 384 -80,71
2025-08-27 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 642 901 0,44
2025-08-28 NP ASDVX - Short Duration Strategic Income Fund Investor Class This fund is a listed as child fund of American Century Companies 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 9 251
2025-06-26 NP BLACKROCK FUNDS - iShares U.S. Intermediate Government 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 26 116 2,09
2025-03-27 NP SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 7 382 -0,51
2025-06-25 NP DBMIX - BNY Mellon Bond Market Index Fund Investor Shares 1 006 2,03
2025-08-26 NP SBOOX - Overlay B Portfolio Class 1 4 114 0,49
2025-06-20 NP XTRE - BondBloxx Bloomberg Three Year Target Duration US Treasury ETF 2 351 32,67
2025-06-25 NP DPDFX - Delaware Diversified Income Fund Class A 74 872 2,08
2025-08-27 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 51 346 0,44
2025-06-26 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 1 256 2,12
2025-07-24 NP FUMBX - Fidelity Short-Term Treasury 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 20 614
2025-07-24 NP FTKFX - Fidelity Total Bond K6 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 172 0,00
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 4 111 0,42
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 127 703 -0,57
2025-07-24 NP FIABX - Fidelity SAI Sustainable Core Plus Bond Fund 1 125 0,27
2025-08-28 NP PLADX - Aristotle Short Duration Income Fund Class A 8 223 0,44
2025-08-29 NP MSTI - Madison Short-Term Strategic Income ETF 1 028 0,49
2025-07-25 NP SDFI - AB Short Duration Income ETF 3 921 0,23
2025-05-28 NP BlackRock ESG Capital Allocation Trust 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 6 935 1,37
2025-08-26 NP EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 20 552 0,51
2025-08-28 NP ELDFX - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 251 0,40
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 6 548 0,23
2025-03-31 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 126 387 27,58
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 12 304 -49,31
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 11 189 0,23
2025-06-25 NP LUTAX - Columbia U.S. Treasury Index Fund Class A 3 124 -16,43
2025-05-20 NP Franklin Templeton ETF Trust - Western Asset Bond ETF 102 2,00
2025-08-22 NP FEDCX - Fidelity Series Emerging Markets Debt 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 4 705 0,43
2025-08-27 NP BBTBX - Bridge Builder Core Bond Fund 23 273 -7,38
2025-08-18 NP PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 2 570 0,43
2025-08-25 NP MMBEX - MassMutual Select T. Rowe Price Bond Asset Fund Class I 1 033 0,39
2025-08-28 NP SPTI - SPDR(R) Portfolio Intermediate Term Treasury 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 74 179 -2,58
2025-06-17 NP MBOAX - Madison Core Bond Fund Core Bond Fund Class A 4 898 2,08
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 869 0,46
2025-08-27 NP VWINX - VANGUARD WELLESLEY INCOME 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 133 961 0,44
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica AEGON U.S. Government Securities VP Initial 2 517 0,48
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 246 0,41
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 202 074 0,23
2025-06-26 NP IBTI - iShares iBonds Dec 2028 Term Treasury 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 9 861 13,95
2025-08-27 NP VSDB - Vanguard Short Duration Bond ETF ETF Shares 87
2025-06-30 NP VWEHX - Vanguard High-Yield Corporate 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 6 605 -84,26
2025-08-28 NP SFITX - State Farm Interim Fund 4 368 -14,64
2025-08-25 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 14 906 4,03
2025-08-26 NP EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 216
2025-08-27 NP Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 4 000 0,43
2025-08-28 NP PMDRX - PIMCO Moderate Duration Fund Institutional 33 511 0,44
2025-08-28 NP SSIMX - State Street Income V.I.S. Fund Class 1 Shares 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 57 -23,29
2025-07-28 NP JSDHX - JPMorgan Short Duration Core Plus Fund Class A 1 258 0,24
2025-06-26 NP HDBFX - Hartford Dynamic Bond Fund Class F 49 213 5,68
2025-07-29 NP VWELX - VANGUARD WELLINGTON 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 59 716 -63,35
2025-07-29 NP TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 3 570 -21,74
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