| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 12,036 | $300,711.02 | $301,561.98 | $850.96 | 0.28% |
| KB Kimberly Byrne Bill Few Associates Inc. | 12,157 | $309,652.82 | $304,654.42 | -$4,998.4 | -1.61% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 112,884 | $2.85M | $2.83M | -$21,381.82 | -0.75% |
Alexandra Stickelman Root Financial Partners, LLC | 132 | $3,281 | $3,304.62 | $23.62 | 0.72% |
Berkeley Harrison Sterling Financial Group, Inc. | 33,863 | $856,267.93 | $847,082.94 | -$9,184.99 | -1.07% |
| NASDAQ (NMS) Exchange | US Country |
The company operates as an investment vehicle, primarily focusing on the acquisition and management of a portfolio comprised of U.S. dollar-denominated, investment-grade municipal bonds. These selected bonds have a specific focus on maturities or, in some cases, "effective maturities," that align with the year 2032. This strategic investment approach signifies the company's commitment to providing its investors with a targeted opportunity in the municipal bond market. By adhering to a policy of investing a minimum of 80% of its total assets in the securities that constitute the underlying index, the company seeks to replicate the performance of this index. Despite being non-diversified, the firm leverages this focused approach to cater to investors seeking exposure to 2032 Bonds, offering a unique investment proposition within the municipal bond sector.
This product is the cornerstone of the company's offerings, involving the creation and management of a portfolio that is heavily invested in U.S. dollar-denominated, investment-grade municipal bonds. These bonds have been meticulously selected to meet the criteria of having maturities or "effective maturities" in the year 2032. The portfolio is designed to reflect the performance of the underlying index, which is crafted to measure the market dynamics and performance of 2032 Bonds. As such, it offers investors a focused investment strategy within the municipal bond market.