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Home > Institutional Investor > Monroe Bank & Trust > Profile

Instuitional Investor - Monroe Bank & Trust

Fund Profile
Filing Period:
Fund Name: Monroe Bank & Trust
Portfolio Value $298,574,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 643,186 $71,619,000 23.98%
2.
Ishares Trust
 IEF 113,884 $20,413,000 6.83%
3.
Ishares Trust
 IEF 73,780 $14,600,000 4.88%
4.
Vanguard Bond Index Funds
 BND 163,437 $14,137,000 4.73%
5.
Invesco Actively Managd Etf
 244,128 $12,297,000 4.11%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)