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Home > Institutional Investor > Eagle Bluffs Wealth Management Llc > Profile

Instuitional Investor - Eagle Bluffs Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Eagle Bluffs Wealth Management Llc
Portfolio Value $146,777,881
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blackrock Taxable Municipal Bond Trust
 BBN 1,253,593 $20,383,422 13.88%
2.
Ishares Tr
 365,610 $10,233,424 6.97%
3.
Ishares Inc
 175,273 $9,711,877 6.61%
4.
J P Morgan Exchange Traded F
 135,529 $7,509,442 5.11%
5.
Nuveen Quality Municipal Income Fund
 NAD 550,752 $6,306,110 4.29%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)