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TRIBUTARY SHORT-INTERMEDIATE BOND FUND | FOSIXMutual Fund | |
TRIBUTARY SHORT-INTERMEDIATE BOND FUND | |
Last update 2024-08-19 | 1 Stocks (0 new) |
Value $- | Turnover 0 % |
Portfolio Report |
TRIBUTARY SHORT-INTERMEDIATE B... Top Holdings of 2024-06-30
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TRIBUTARY SHORT-INTERMEDIATE BOND FUND's Historical Top Holdings Breakdowns
TRIBUTARY SHORT-INTERMEDIATE BOND FUND's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
USBpA.PFD | U.S. Bancorp | 2023-12-31 | Reduce | -20.00% | 739.88 ($785.05) 860 | $877.06 | 11.72% | Reduce -20% | 400 | -100 | |
VCSH | Vanguard Short-Term Corporate Bond ETF | 2023-06-30 | Sold Out | -72.55% | 74.99 ($75.41) 75.91 | $78.37 | 3.93% | Sold Out | 0 | -13,000 | |
VCSH | Vanguard Short-Term Corporate Bond ETF | 2023-03-31 | New Buy | +72.55% | 74.39 ($75.2) 76.03 | $78.37 | 4.22% | New holding | 13,000 | 13,000 | |
USBpA.PFD | U.S. Bancorp | 2023-03-31 | Reduce | -9.09% | 750 ($801.45) 835 | $877.06 | 9.43% | Reduce -9.09% | 500 | -50 |
TRIBUTARY SHORT-INTERMEDIATE BOND FUND Total Holding History ($B)
TRIBUTARY SHORT-INTERMEDIATE BOND FUND's Asset Allocation
TRIBUTARY SHORT-INTERMEDIATE BOND FUND Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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TRIBUTARY SHORT-INTERMEDIATE BOND FUND's Hypothetical Growth since 2024-06-30
TRIBUTARY SHORT-INTERMEDIATE BOND FUND's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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TRIBUTARY SHORT-INTERMEDIATE BOND FUND's Holdings Heat Map
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TRIBUTARY SHORT-INTERMEDIATE BOND FUND's Holdings Bubble Chart
TRIBUTARY SHORT-INTERMEDIATE BOND FUND News
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