| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Andrew Blass Atlantic Private Wealth LLC | 231,170 | $5.95M | $5.82M | -$126,240.69 | -2.12% |
Mark Mowrey Signature Resources Capital Management LLC | 107 | $2,742 | $2,698 | -$44 | -1.6% |
Alexandra Stickelman Root Financial Partners, LLC | 268 | $6,869 | $6,741.54 | -$127.46 | -1.86% |
CARL LYMANGOOD Petros Family Wealth, LLC | 41,143 | $1.06M | $1.03M | -$21,120.48 | -2% |
| NASDAQ (NMS) Exchange | US Country |
The fund outlined aims at fulfilling its investment objective by mainly investing in individual securities that meet the criteria set by the index it tracks. The underlying index is composed of U.S. Treasury securities that have public issuance and are anticipated to mature within a specific timeframe, from January 1, 2034, to December 15, 2034. This investment strategy indicates a focus on government bonds within a very precise maturity window, reflecting a targeted approach towards fixed income investing. The emphasis on U.S. Treasury securities within a defined maturity range suggests a conservative investment strategy, focusing on securities known for their safety and reliability, albeit with potentially lower yields compared to other, riskier assets.
The fund's primary offering revolves around investment opportunities in U.S. Treasury securities that align with a specific index. This index-based investment approach brings forth a range of products and services designed to cater to the needs of investors looking for exposure to government bonds with a defined maturity period.
This product offers investors a way to participate in the performance of a portfolio of U.S. Treasury securities that are scheduled to mature between January 1, 2034, and December 15, 2034. By investing in this fund, individuals can gain exposure to a segment of the bond market with a specific maturity outlook, aligning with their investment horizon or income needs.
The fund specializes in purchasing U.S. Treasury securities, providing investors with a fixed income investment option. These securities are backed by the full faith and credit of the U.S. government, offering a level of security and predictability in terms of interest payments and principal return upon maturity. This product appeals to conservative investors seeking stable, low-risk investment opportunities.