US70932MAD92 - PennyMac Financial Services Inc Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik
Institutionella ägare 1 total, 1 long only, 0 short only, 0 long/short - change of −4,22% MRQ
Genomsnittlig portföljallokering 0.1179 % - change of −9,58% MRQ
Institutionella aktier (lång) 50 000 (ex 13D/G) - change of −1,56MM shares −96,90% MRQ
Institutionellt värde (lång) $ 52 USD ($1000)
Institutionellt ägande och aktieägare

PennyMac Financial Services Inc (US:US70932MAD92) har 1 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 50,000 aktier. Största aktieägare inkluderar DGFFX - Destinations Global Fixed Income Opportunities Fund Class I .

PennyMac Financial Services Inc (US70932MAD92) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

US70932MAD92 / PennyMac Financial Services Inc - 7.88% 2029-12-15 Institutional Ownership
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13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
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 11 113 −0,37
2025-07-29 NP Guggenheim Active Allocation Fund 316 0,32
2025-08-25 NP Dreyfus High Yield Strategies Fund 974 2,10
2025-06-26 NP OWCIX - Old Westbury Credit Income Fund 287
2025-08-22 NP NJNK - Columbia U.S. High Yield ETF 106 1,92
2025-08-27 NP SEBLX - Touchstone Balanced Fund Class A 39
2025-04-28 NP DGFFX - Destinations Global Fixed Income Opportunities Fund Class I 50 000 0,00 52 0,00
2025-06-25 NP PGIM Short Duration High Yield Opportunities Fund 52 −33,33
2025-06-26 NP PADAX - PGIM Absolute Return Bond Fund Class A 740 −0,27
2025-05-27 NP BlackRock Funds V - BlackRock Strategic Income Opportunities 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 403 −95,68
2025-03-27 NP PAJBX - PGIM ESG Total Return Bond Fund Class R6 16 0,00
2025-08-27 NP SHYIX - Guggenheim High Yield Fund Institutional Class 345 2,07
2025-08-28 NP AHIVX - High 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 1 886 2,06
2025-08-28 NP SJNK - SPDR Bloomberg Barclays Short Term High Yield 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 4 700 −13,82
2025-07-22 NP GHYB - Goldman Sachs Access High Yield Corporate Bond ETF 53 0,00
2025-06-25 NP Allianzgi Diversified Income & Convertible Fund 923 −0,43
2025-08-26 NP AZNAX - AllianzGI Income & Growth Fund Class A 7 630 2,07
2025-08-26 NP Blackrock Corporate High Yield Fund, Inc. 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 1 042 2,06
2025-07-29 NP HYSAX - PGIM Short Duration High Yield Income Fund Class A 650 −45,10
2025-08-27 NP PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 80 1,28
2025-08-27 NP Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 106 1,92
2025-05-29 NP Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 209 −0,48
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 117 1,75
2025-08-27 NP Advanced Series Trust - Ast Advanced Strategies Portfolio 266 1,92
2025-08-26 NP TCBPX - TIAA-CREF Bond Plus Fund Retail Class 372 1,92
2025-08-26 NP Blackrock Debt Strategies Fund, Inc. 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 1,85
2025-08-28 NP TOTL - SPDR DoubleLine Total Return Tactical 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 361 1,98
2025-06-26 NP NUHY - Nuveen ESG High Yield Corporate 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 219 −0,46
2025-06-27 NP PCSIX - PACE Strategic Fixed Income Investments Class P 21
2025-03-25 NP PYHIX - High Income Fund (f/k/a High Yield Fund I) Institutional Class 149 −21,69
2025-07-24 NP LHYAX - Lord Abbett High Yield Fund Class A 6 460 0,58
2025-07-28 NP AHYB - American Century Select High Yield ETF 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 79 1,28
2025-08-25 NP SCFAX - Shenkman Capital Short Duration High Income Fund Class A 4 451 113,17
2025-08-28 NP RIMOX - City National Rochdale Fixed Income Opportunities Fund Class N 478 1,92
2025-06-26 NP BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C 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 830 50,18
2025-08-28 NP BlackRock Funds V - BlackRock High Yield Bond Portfolio Service 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 9 320 −12,96
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond 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 346 2,07
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 116 1,77
2025-08-28 NP PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 106 1,92
2025-07-29 NP Guggenheim Strategic Opportunities Fund 895 0,56
2025-06-26 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 45 −2,22
2025-07-30 NP FPIOX - Strategic Advisers Income Opportunities 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 876 16,80
2025-08-28 NP BlackRock Variable Series Funds II, Inc. - BlackRock High Yield 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 430 −10,60
2025-08-26 NP Blackstone / Gso Long-short Credit Income Fund This fund is a listed as child fund of Blackstone 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 29 −59,42
2025-08-26 NP TIBDX - TIAA-CREF Bond Fund Institutional Class 372 1,92
2025-08-26 NP HYPSX - Virtus Seix High Yield Fund Class A 1 248 2,05
2025-08-26 NP Blackrock Core Bond 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 148 2,08
2025-06-25 NP Prudential Short Duration High Yield Fund, Inc. 78 −25,00
2025-03-26 NP BlackRock Funds IV - BlackRock Global Long/Short Credit 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 28 0,00
2025-08-25 NP IHYAX - Voya High Yield Bond Fund Class A 797
2025-08-26 NP Blackrock Multi-sector Income 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 282 2,17
2025-05-30 NP Blackstone / Gso Strategic Credit Fund This fund is a listed as child fund of Blackstone 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 185 −61,78
2025-07-25 NP HYG - iShares iBoxx $ High Yield 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 13 097 17,75
2025-08-28 NP WIORX - Wilshire Income Opportunities Fund Investment Class 21 5,00
2025-07-29 NP NCOAX - Nuveen Symphony High Yield Income Fund Class A 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 2 870 −47,53
2025-04-25 NP JDYRX - PGIM HIGH YIELD FUND Class R 769 −57,42
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 914 2,01
2025-07-24 NP BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL 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 29 0,00
2025-06-26 NP GHYG - iShares US & Intl High Yield Corp 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 94 36,76
2025-06-26 NP HYBB - iShares BB 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 219 −50,34
2025-08-27 NP Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 165 1,86
2025-05-28 NP BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond 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 26 −67,09
2025-08-29 NP MZCIX - Muzinich Credit Opportunities Fund Institutional Shares 159 1,92
2025-07-25 NP HYDW - Xtrackers Low Beta High Yield Bond ETF 417 44,79
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 1 750 1,92
2025-06-25 NP PDBAX - PGIM TOTAL RETURN BOND FUND Class A 1 350 −0,37
2025-05-30 NP Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 10
2025-08-12 13F Pacer Advisors, Inc. 117 73,13
2025-06-26 NP HAHAX - THE HARTFORD HIGH YIELD FUND Class A 464 −0,43
2025-07-29 NP ZTOP - F/m High Yield 100 ETF 61
2025-06-25 NP Allianzgi Convertible & Income Fund Ii 1 757 −0,45
2025-08-27 NP PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 649 16,34
2025-07-29 NP PRHYX - T. Rowe Price High Yield Fund, Inc. 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 16 482 0,39
2025-06-26 NP IBHI - iShares iBonds 2029 Term High Yield and Income ETF 332 6,43
2025-08-26 NP VMAKX - Virtus Seix High Yield MACS 53 1,92
2025-08-29 NP HYS - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 2 051 1,74
2025-06-26 NP SHYG - iShares 0-5 Year High Yield 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 5 379 −18,48
2025-07-25 NP HYLB - Xtrackers USD High Yield Corporate Bond ETF 2 621 −0,72
2025-08-28 NP BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I 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 106 1,92
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 23 4,55
2025-05-28 NP BlackRock Credit Strategies 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 8 −50,00
2025-06-25 NP PYHRX - Payden High Income Fund (Investor Class) 1 800 −0,39
2025-08-26 NP NMHYX - Multi-manager High Yield Opportunity Fund 27 4,00
2025-07-28 NP BBHY - JPMorgan High Yield Research Enhanced ETF 711 −43,83
2025-08-27 NP Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 330 1,86
2025-06-26 NP NMYHX - Nuveen High Yield Managed Accounts Portfolio Common Shares 115 −0,87
2025-08-28 NP JNK - SPDR(R) Bloomberg Barclays High Yield 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 6 740 −3,99
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Balanced Capital 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 8 0,00
2025-08-29 NP MZHIX - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 80 1,28
2025-07-25 NP SCYB - Schwab High Yield Bond ETF 668 24,16
2025-06-27 NP PHIAX - PACE High Yield Investments Class A 104 0,00
2025-05-30 NP PSRAX - Victory Pioneer Strategic Income Fund Class A 1 176
2025-08-26 NP GMDYX - MEDIUM-DURATION BOND FUND Institutional 319 1,92
2025-06-26 NP USHY - iShares Broad USD High Yield 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 12 214 12,33
2025-08-28 NP Nuveen Multi-Asset Income Fund 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 350
2025-06-25 NP Prudential Global Short Duration High Yield Fund, Inc. 78 −25,00
2025-06-26 NP HYXF - iShares iBoxx $ High Yield ex Oil & Gas 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 249 11,66
2025-08-27 NP TOBAX - Touchstone Active Bond Fund Class A 31
2025-08-28 NP BlackRock Funds V - BlackRock Sustainable High Yield Bond 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 50 2,08
2025-08-28 NP LBNDX - LORD ABBETT BOND DEBENTURE FUND INC Class A 24 169 2,06
2025-08-11 NP Six Circles Trust - Six Circles Credit Opportunities Fund 1 182 2,07
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 58 9,62
2025-08-28 NP PHIYX - PIMCO High Yield Fund Institutional 8 129 2,06
2025-08-26 NP Blackrock Credit Allocation Income 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 320 1,92
2025-08-28 NP PHSIX - PIMCO High Yield Spectrum Fund Institutional Class 638 2,08
2025-07-29 NP Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. 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 732 24,91
2025-04-24 NP PWTAX - UBS U.S. Allocation Fund Class A 21 −4,76
2025-07-25 NP SHYL - Xtrackers Short Duration High Yield Bond ETF 198 4,21
2025-08-26 NP DPLTX - BNY Mellon High Yield Fund Class A 2 076 2,06
2025-06-26 NP HBLAX - THE HARTFORD BALANCED INCOME FUND Class A 772 −0,39
2025-08-27 NP TLBDX - Bond Fund 16 0,00
2025-06-25 NP Allianzgi Convertible & Income Fund 2 429 −0,41
2025-07-29 NP TRHYX - T. Rowe Price Institutional High Yield 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 3 949 −2,03
2025-08-27 NP Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 106 1,92
2025-03-27 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 48 140,00
2025-08-27 NP THYAX - Touchstone High Yield Fund Class A 210 2,44
2025-08-28 NP SRLN - SPDR Blackstone / GSO Senior Loan 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 818 189,72
2025-08-22 NP DFLEX - DoubleLine Flexible Income Fund Class I 128 2,42
2025-08-27 NP BHIMX - Brigade High Income Fund Founders Class 435 −45,01
2025-08-28 NP SPHY - SPDR Portfolio High Yield 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 7 078 −0,04
2025-08-25 NP BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 243 2,10
2025-08-27 NP TIYRX - TIAA-CREF High-Yield Fund Retail Class 13 932 −5,83
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 1 911 2,08
2025-08-28 NP HYBL - SPDR(R) Blackstone High Income 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 415 −46,37
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 83 1,23
2025-08-27 NP TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 6
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 229 −0,43
2025-08-27 NP GIOAX - Guggenheim Macro Opportunities Fund A-Class 3 902 2,07
2025-07-24 NP FDHY - Fidelity High Yield Factor 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 1 174 0,60
2025-06-26 NP FIBR - iShares Edge U.S. Fixed Income Balanced Risk 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 101 34,67
2025-08-28 NP BlackRock Series Fund II, Inc. - BlackRock High Yield 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 15 0,00
2025-07-29 NP PTRB - PGIM Total Return Bond ETF 53 0,00
2025-08-26 NP Blackrock Ltd Duration Income 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 274 1,87
2025-06-25 NP BKHY - BNY Mellon High Yield Beta ETF 89 −64,94
2025-07-28 NP VHYLX - High Yield Bond Fund 1 169 0,60
2025-08-25 NP VVITX - Voya VACS Series HYB Fund 754
2025-07-29 NP PHYL - PGIM Active High Yield Bond ETF 83 1,22
2025-06-24 NP NSTLX - Neuberger Berman Strategic Income Fund Institutional Class 1 329
2025-08-18 NP PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 112 35,37
2025-08-22 NP DBLFX - DoubleLine Core Fixed Income Fund Class I 824 2,11
2025-06-26 NP NCPB - Nuveen Core Plus Bond ETF 42 −43,84
2025-08-28 NP LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 1 264 2,10
2025-07-23 NP VYGNX - Voya Global Multi-Asset Fund Class R6 2 298 0,57
2025-07-22 NP DCFFX - Destinations Core Fixed Income Fund Class I 84 1,20
2025-03-27 NP PTBD - Pacer Trendpilot US Bond ETF 136 −2,86
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 37 2,78
2025-06-20 NP XBB - BondBloxx BB Rated USD High Yield Corporate Bond ETF 292 329,41
2025-08-26 NP IPYSX - Voya High Yield Portfolio Class S2 797
2025-08-27 NP MAHIX - Litman Gregory Masters High Income Alternatives Fund Institutional Class 73 265,00
2025-08-27 NP Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 588 2,08
2025-06-25 NP SBND - Columbia Short Duration Bond ETF 52
2025-07-29 NP FJSIX - Nuveen High Income Bond Fund Class A 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 737 56,48
2025-06-20 NP XHYF - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 167 −33,86
2025-08-22 NP DBND - DoubleLine Opportunistic Bond ETF 165 1,86
2025-08-28 NP RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R 74 2,78
2025-05-28 NP MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class 51 0,00
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 104 0,00
2025-08-29 NP PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 372 1,92
2025-06-26 NP BlackRock ETF Trust II - BlackRock Flexible Income 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 469 −67,90
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