| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,049 | $121,956.85 | $118,015.99 | -$3,940.86 | -3.23% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 10,380 | $208,766.87 | $202,607.22 | -$6,159.65 | -2.95% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,446 | $68,609.86 | $67,334.84 | -$1,275.02 | -1.86% |
Kevin Zemann WealthPlan Investment Management LLC | 118,825 | $2.37M | $2.32M | -$45,747.63 | -1.93% |
Daniel Guy Ethos Financial Group LLC | 234,508 | $4.72M | $4.58M | -$139,283.92 | -2.95% |
| NYSE Exchange | US Country |
An actively managed exchange-traded fund (ETF) focuses on investing in a diverse portfolio of bonds of various maturities. The fund aims to achieve its investment objectives by allocating at least 80% of its net assets, in addition to borrowings for investment purposes, towards bonds. This strategic approach allows for flexibility in managing the portfolio and adapting to changing market conditions, providing potential benefits such as income generation, risk mitigation, and portfolio diversification for investors.
The fund offers a range of investment products and services designed to meet the needs of diversified investment portfolios: