The Analysis of 10Elms LLP's Holdings


Currently, 10Elms LLP holds 498 types of securities in its portfolio with a total value $111.2M. In the most recent quarter, they have increased their positions in IBDX (+7.0K shares, valued at $179.3K), IBDW (+7.8K shares, valued at $165.5K), USMV (+1.6K shares, valued at $155.6K); decreased their positions in QUAL (-745 shares, valued at $144.9K), IBDQ (-4.0K shares, valued at $101.9K), N/A (-5.2K shares, valued at $96.9K); initiated new positions in NEM (+700 shares, valued at $59.0K), CEG (+156 shares, valued at $51.3K), IBDZ (+1.9K shares, valued at $50.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IEFA ISHARES CORE MSCI EAFE ETF121.6K shares1.24%2025-09-302025-11-12history
XLK TECHNOLOGY SELECT SECTORSPDR ETF22.0K shares0.32%2025-09-302025-11-12history
IEMG ISHARES CORE MSCI EMERGING ETF74.4K shares3.24%2025-09-302025-11-12history
XLV SELECT SECTOR HEALTH CARE SPDR ETF28.2K shares0.79%2025-09-302025-11-12history
USMV ISHARES MSCI USA MIN VOLFCTR ETF36.3K shares4.71%2025-09-302025-11-12history
SPY SPDR S&P 500 ETF4.4K shares0.00%2025-09-302025-11-12history
SCHD SCHWAB US DIVIDEND EQUITY ETF106.3K shares1.61%2025-09-302025-11-12history
BND VANGUARD TOTAL BOND MARKET ETF38.9K shares1.10%2025-09-302025-11-12history
Sponsored
QUAL ISHARES MSCI USA QLTY FACT ETF14.7K shares-4.84%2025-09-302025-11-12history
MTUM ISHARES MSCI USA MOMNTUMFCT ETF10.1K shares-0.45%2025-09-302025-11-12history
IWM ISHARES RUSSELL 2000 ETF10.4K shares2.71%2025-09-302025-11-12history
XLF SELECT STR FINANCIAL SELECT SPDR ETF46.5K shares-1.69%2025-09-302025-11-12history
XLI SELECT SECTOR INDUSTRIALSPDR ETF15.4K shares-1.85%2025-09-302025-11-12history
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF43.7K shares-4.21%2025-09-302025-11-12history
USIG ISHARES BRD USD INV GRD CORP BD ETF37.7K shares-1.06%2025-09-302025-11-12history
VYMI VANGUARD INTERNATNL HGH DIV YLD ETF22.9K shares8.70%2025-09-302025-11-12history
Sponsored
XLY SPDR FUND CONSUMER DISCRE SELECT ETF7.7K shares-1.54%2025-09-302025-11-12history
XLC COMMUNICAT SVS SLCT SEC SPDR ETF14.0K shares-1.06%2025-09-302025-11-12history
VLUE ISHARES MSCI USA VALUE FACTOR ETF12.2K shares2.69%2025-09-302025-11-12history
VTI VANGUARD TOTAL STOCK MARKET ETF4.6K shares6.31%2025-09-302025-11-12history
IBDT ISHARES IBONDS DEC 2028 TERM ETF46.7K shares2.87%2025-09-302025-11-12history
IBDR ISHARES IBONDS DEC 2026 TERM CORPORA48.9K shares1.66%2025-09-302025-11-12history
XLP SPDR FUND CONSUMER STAPLES ETF14.8K shares2.41%2025-09-302025-11-12history
EMB ISHARES JPMORGAN USD MTSBOND ETF9.9K shares10.65%2025-09-302025-11-12history
Sponsored
SOXX ISHARES SEMICONDUCTOR ETF3.4K shares0.00%2025-09-302025-11-12history
IBDS ISHARES IBONDS DEC 2027 TERM CORPORA36.7K shares5.31%2025-09-302025-11-12history
BX BLACKSTONE INC4.6K shares0.00%2025-09-302025-11-12history
DVYE ISHARES EMERGING MARKETSDIV ETF26.1K shares8.75%2025-09-302025-11-12history
IBDU ISHARES IBONDS DEC 2029 TERM ETF32.4K shares15.40%2025-09-302025-11-12history
IBDQ ISHR IBND DEC 2025 TRM ETF28.8K shares-12.33%2025-09-302025-11-12history
LQD ISHARES IBOXX INVT GRADEBOND ETF6.2K shares0.00%2025-09-302025-11-12history
XLU SELECT SECTOR UTI SELECTSPDR ETF7.6K shares-0.39%2025-09-302025-11-12history
Sponsored
IBMO ISHARES IBONDS DEC 2026 TRM MUNI ETF24.3K shares2.31%2025-09-302025-11-12history
EPD ENTERPRISE PRODS PART LP19.8K shares0.00%2025-09-302025-11-12history
IBHE ISHARES IBND 2025 TRM HGH YLD ETF26.3K shares-7.06%2025-09-302025-11-12history
KKR KKR & CO INC4.6K shares0.00%2025-09-302025-11-12history
AB ALLIANCEBERNSTEIN HLD LP15.5K shares0.00%2025-09-302025-11-12history
AMZN AMAZON COM INC2.6K shares0.00%2025-09-302025-11-12history
IBDV ISHARES IBND DEC 2030 TRM CORP ETF25.9K shares29.38%2025-09-302025-11-12history
IBMP ISHARES IBONDS DEC 2027 TRM MNI ETF22.0K shares3.05%2025-09-302025-11-12history
Sponsored
VTV VANGUARD VALUE ETF3.0K shares-4.82%2025-09-302025-11-12history
VEU VANGUARD FTSE ALL WORLD EX US ETF7.4K shares14.38%2025-09-302025-11-12history
IBMQ ISHARES IBND DC 2028 TRMMUNI ETF20.4K shares6.26%2025-09-302025-11-12history
XLE ENERGY SELECT SECTOR SPDR ETF5.8K shares2.28%2025-09-302025-11-12history
IBMR ISHARES IBONDS DEC 2029 TM MN BD ETF20.4K shares3.55%2025-09-302025-11-12history
GOOGL ALPHABET INC CLASS CLASS A2.1K shares0.00%2025-09-302025-11-12history
FNDA SCHWAB FUNDAMNTL US SML COM ETF16.5K shares0.00%2025-09-302025-11-12history
TIP ISHARES TIPS BOND ETF4.3K shares11.07%2025-09-302025-11-12history
Sponsored
PFF ISHARES PREFERRED INCOMESEC ETF14.1K shares0.00%2025-09-302025-11-12history
XLB SPDR FUND MATERIALS SELECT SECTR ETF4.9K shares0.21%2025-09-302025-11-12history
EMLP FIRST TRUST NORTH AMERICAN ENERG ETF11.3K shares0.00%2025-09-302025-11-12history
IBDW ISHARES IBOND DEC 2031 TRM CRP ETF20.4K shares61.90%2025-09-302025-11-12history
XLRE REAL ESTATE SELECT SCTR SPDR ETF10.2K shares-5.94%2025-09-302025-11-12history
IBMN ISHARES IBND DEC 2025 TRM MUN BD ETF15.7K shares-3.08%2025-09-302025-11-12history
HYG ISHARES IBOXX HIGH YIELDBOND ETF5.1K shares0.00%2025-09-302025-11-12history
GOOG ALPHABET INC CLASS C1.6K shares0.00%2025-09-302025-11-12history
Sponsored
MUB ISHARES NATIONAL MUNI BOND ETF3.5K shares9.23%2025-09-302025-11-12history
IBDX ISHARES IBONDS DEC 2032 TM CRP ETF13.8K shares102.19%2025-09-302025-11-12history
NORTH TEX TWY AUTH 4 39TOLL TRAN DUE 01/01/39 NORTH TEX TWY AUTH 4 39TOLL TRAN DUE 01/01/39350.0K shares0.00%2025-09-302025-11-12history
FLRN SPDR BLOOMBERG INT GRD FLT RT ETF11.1K shares0.00%2025-09-302025-11-12history
CAT CATERPILLAR INC699 shares0.00%2025-09-302025-11-12history
WFC WELLS FARGO & CO4.0K shares0.00%2025-09-302025-11-12history
BRK.B BERKSHIRE HATHAWAY CLASS B660 shares0.00%2025-09-302025-11-12history
MSFT MICROSOFT CORP640 shares0.00%2025-09-302025-11-12history
Sponsored
NVDA NVIDIA CORP1.8K shares19.80%2025-09-302025-11-12history
ITA ISHARES US AEROSPACE DEFENSE ETF1.5K shares15.38%2025-09-302025-11-12history
IBB ISHARES BIOTECHNOLOGY ETF2.0K shares0.00%2025-09-302025-11-12history
DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF5.5K shares0.00%2025-09-302025-11-12history
BWXT BWX TECHNOLOGIES INC1.5K shares0.00%2025-09-302025-11-12history
IBHF ISHARES IBONDS 2026 TERMHIGH YIELD11.0K shares3.77%2025-09-302025-11-12history
ENFR ALERIAN ENERGY INFRASTRUCTURE ETF7.8K shares0.00%2025-09-302025-11-12history
AUSTIN TEX CMNTY CO 4 35COLL EDUC DUE 08/01/35XTRO AUSTIN TEX CMNTY CO 4 35COLL EDUC DUE 08/01/35XTRO250.0K shares0.00%2025-09-302025-11-12history
Sponsored
BURLESON TEX WTR & 4 30WRSR UTIL DUE 03/01/30 BURLESON TEX WTR & 4 30WRSR UTIL DUE 03/01/30250.0K shares0.00%2025-09-302025-11-12history
NEW YORK ST DORM AU 5 45UNIV EDUC DUE 07/01/45 NEW YORK ST DORM AU 5 45UNIV EDUC DUE 07/01/45250.0K shares0.00%2025-09-302025-11-12history
PEP PEPSICO INC1.6K shares-6.56%2025-09-302025-11-12history
WMB WILLIAMS COS INC3.5K shares12.70%2025-09-302025-11-12history
AVGO BROADCOM INC650 shares0.00%2025-09-302025-11-12history
KMI KINDER MORGAN INC DEL7.5K shares15.44%2025-09-302025-11-12history
BANCROFT 5 3 5 375 PFDPFD SER A BANCROFT 5 3 5 375 PFDPFD SER A9.5K shares0.00%2025-09-302025-11-12history
GAMCO INVESTORS, 5 PFDPFD SER G GAMCO INVESTORS, 5 PFDPFD SER G9.8K shares-4.85%2025-09-302025-11-12history
Sponsored
SEDGWICK CNTY KANS 4 29FAC BLDG DUE 08/01/29 SEDGWICK CNTY KANS 4 29FAC BLDG DUE 08/01/29200.0K shares0.00%2025-09-302025-11-12history
GULF COAST WASTE DI 5 33 CALLED @100 EFF: 10/01/2025 GULF COAST WASTE DI 5 33 CALLED @100 EFF: 10/01/2025200.0K shares0.00%2025-09-302025-11-12history
COST COSTCO WHSL CORP NEW215 shares0.00%2025-09-302025-11-12history
VO VANGUARD MID CAP ETF640 shares0.00%2025-09-302025-11-12history
PSX PHILLIPS 661.4K shares0.00%2025-09-302025-11-12history
THE GABELLI 5 125 PFDPFD SER G THE GABELLI 5 125 PFDPFD SER G8.3K shares-7.78%2025-09-302025-11-12history
GABELLI DIVID 4 25 PFDPFD SER K GABELLI DIVID 4 25 PFDPFD SER K9.5K shares-35.34%2025-09-302025-11-12history
NTRSO NORTHERN TRUST 4 7 PFDPFD SER E8.5K shares-26.82%2025-09-302025-11-12history
Sponsored
CWI SPDR MSCI ACWI EX-US ETF4.9K shares-11.63%2025-09-302025-11-12history
IHAK ISHARES CYBERSECURITY AND TECH ETF3.2K shares0.00%2025-09-302025-11-12history
LNT ALLIANT ENERGY CORP2.4K shares0.00%2025-09-302025-11-12history
BANK NOVA SCOTI5 25 28F DUE 06/12/28 BANK NOVA SCOTI5 25 28F DUE 06/12/28145.0K shares0.00%2025-09-302025-11-12history
METROPOLITAN TRANSN 4 36COMB TRAN DUE 11/15/36XTRO METROPOLITAN TRANSN 4 36COMB TRAN DUE 11/15/36XTRO150.0K shares0.00%2025-09-302025-11-12history
IBMS ISHS IBND DEC 2030 TRM MN BND ETF5.7K shares2.72%2025-09-302025-11-12history
VTEB VANGUARD MUNI BND TAX EXEMPT ETF2.8K shares0.00%2025-09-302025-11-12history
METROPOLITAN TRANSN 4 32COMB TRAN DUE 11/15/32XTRO METROPOLITAN TRANSN 4 32COMB TRAN DUE 11/15/32XTRO140.0K shares0.00%2025-09-302025-11-12history
Sponsored
ARLINGTON TEX HIGHE 4 44CHAR EDUC DUE 08/15/44OID XTRO ARLINGTON TEX HIGHE 4 44CHAR EDUC DUE 08/15/44OID XTRO150.0K shares0.00%2025-09-302025-11-12history
KNG FT VST S P 500 DIV ARISTTRGT ETF2.8K shares0.00%2025-09-302025-11-12history
MCD MCDONALDS CORP457 shares0.44%2025-09-302025-11-12history
IBDY ISHARES IBONDS DEC 2033 TM CP ETF5.3K shares275.00%2025-09-302025-11-12history
ILLINOIS HSG DEV 1 4 30SING HSG DUE 10/01/30XTRO ILLINOIS HSG DEV 1 4 30SING HSG DUE 10/01/30XTRO150.0K shares0.00%2025-09-302025-11-12history
IDV ISHARES INTERNATIONAL SEL DIV ETF3.5K shares0.00%2025-09-302025-11-12history
LNG CHENIERE ENERGY INC541 shares0.00%2025-09-302025-11-12history
JNJ JOHNSON & JOHNSON683 shares0.00%2025-09-302025-11-12history
Sponsored
TRUIST FINL COR 1 125 27 DUE 08/03/27 TRUIST FINL COR 1 125 27 DUE 08/03/27130.0K shares0.00%2025-09-302025-11-12history
PHILIP MORRIS IN 1 75 30 DUE 11/01/30 PHILIP MORRIS IN 1 75 30 DUE 11/01/30135.0K shares0.00%2025-09-302025-11-12history
IBHG ISHS IBND 2027 TRM HGH YLD INCM ETF5.3K shares10.51%2025-09-302025-11-12history
THE TORONTO-DO5 156 28F DUE 01/10/28 THE TORONTO-DO5 156 28F DUE 01/10/28115.0K shares0.00%2025-09-302025-11-12history
GILEAD SCIENCES, 1 2 27 DUE 10/01/27 GILEAD SCIENCES, 1 2 27 DUE 10/01/27124.0K shares0.00%2025-09-302025-11-12history
VBR VANGUARD SMALL CAP VALUEETF562 shares0.00%2025-09-302025-11-12history
PUBLIC STORAGE 5 125 29 DUE 01/15/29 PUBLIC STORAGE 5 125 29 DUE 01/15/29110.0K shares0.00%2025-09-302025-11-12history
UBER UBER TECHNOLOGIES INC1.1K shares27.78%2025-09-302025-11-12history
Sponsored
SU SUNCOR ENERGY INC NEW F2.6K shares0.00%2025-09-302025-11-12history
LVMUY LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS900 shares350.00%2025-09-302025-11-12history
ABRDN ASSET M 5 25 PFDPFD SER A ABRDN ASSET M 5 25 PFDPFD SER A5.0K shares-31.51%2025-09-302025-11-12history
TMUS T-MOBILE US INC432 shares125.00%2025-09-302025-11-12history
3M CO 2 375 29 DUE 08/26/29 3M CO 2 375 29 DUE 08/26/29110.0K shares0.00%2025-09-302025-11-12history
PSA-PF PUBLIC STORAG 5 15 PFDPFD SER F4.5K shares0.00%2025-09-302025-11-12history
WMT WALMART INC990 shares0.00%2025-09-302025-11-12history
SAN FELIPE DEL RIO 4 32GO UTX DUE 08/15/32 SAN FELIPE DEL RIO 4 32GO UTX DUE 08/15/32100.0K shares0.00%2025-09-302025-11-12history
Sponsored
QCOM QUALCOMM INC603 shares0.00%2025-09-302025-11-12history
HARRIS CNTY TEX HOS 4 31DIST HLTH DUE 02/15/31 HARRIS CNTY TEX HOS 4 31DIST HLTH DUE 02/15/31100.0K shares0.00%2025-09-302025-11-12history
NEW YORK ST DOR 4 625 27POOL EDR DUE 06/01/27OID XTRO NEW YORK ST DOR 4 625 27POOL EDR DUE 06/01/27OID XTRO100.0K shares0.00%2025-09-302025-11-12history
DALLAS TEX HOTEL OC 4 35SERV TAX DUE 08/15/35 DALLAS TEX HOTEL OC 4 35SERV TAX DUE 08/15/35100.0K shares0.00%2025-09-302025-11-12history
CLINTON OKLA PUB WK 4 34COMB TAX DUE 12/01/34XTRO BUILD AMERICA MUTUA CLINTON OKLA PUB WK 4 34COMB TAX DUE 12/01/34XTRO BUILD AMERICA MUTUA100.0K shares0.00%2025-09-302025-11-12history
PORT FREEPORT T 4 125 31PA TRAN DUE 06/01/31OID PORT FREEPORT T 4 125 31PA TRAN DUE 06/01/31OID100.0K shares0.00%2025-09-302025-11-12history
JOHNSON CNTY KA 3 625 34MUNI BLDG DUE 09/01/34OID XTRO JOHNSON CNTY KA 3 625 34MUNI BLDG DUE 09/01/34OID XTRO100.0K shares0.00%2025-09-302025-11-12history
KAUFMAN CNTY TEX MU 4 35GO UTX DUE 09/01/35OID KAUFMAN CNTY TEX MU 4 35GO UTX DUE 09/01/35OID100.0K shares0.00%2025-09-302025-11-12history
Sponsored
AURORA ILL 3 125 32GO UTX DUE 12/30/32OID AURORA ILL 3 125 32GO UTX DUE 12/30/32OID100.0K shares0.00%2025-09-302025-11-12history
NEW YORK TRANSN DEV 4 35AIR TRAN DUE 07/01/35XTRO NEW YORK TRANSN DEV 4 35AIR TRAN DUE 07/01/35XTRO100.0K shares0.00%2025-09-302025-11-12history
RAMAPO N Y LOC DEV 5 41REV LTX DUE 03/15/41 RAMAPO N Y LOC DEV 5 41REV LTX DUE 03/15/41100.0K shares0.00%2025-09-302025-11-12history
ARLINGTON TEX HIGHE 4 39CHAR EDUC DUE 08/15/39OID XTRO ARLINGTON TEX HIGHE 4 39CHAR EDUC DUE 08/15/39OID XTRO100.0K shares0.00%2025-09-302025-11-12history
PHILLIPS 66 4 65 34 DUE 11/15/34 PHILLIPS 66 4 65 34 DUE 11/15/34100.0K shares0.00%2025-09-302025-11-12history
TRANSCANADA PI4 625 34F DUE 03/01/34 TRANSCANADA PI4 625 34F DUE 03/01/34100.0K shares0.00%2025-09-302025-11-12history
TVC TVA VAR 06/01/ 2 134 PFD DUE 06/01/28SUBJ TO XTRO REDEMPTION4.0K shares-19.85%2025-09-302025-11-12history
TARRANT CNTY TEX CU 4 42SYST HLTH DUE 11/15/42XTRO TARRANT CNTY TEX CU 4 42SYST HLTH DUE 11/15/42XTRO100.0K shares0.00%2025-09-302025-11-12history
Sponsored
COOK CNTY ILL SCH D 3 35GO LTX DUE 12/01/35 COOK CNTY ILL SCH D 3 35GO LTX DUE 12/01/35100.0K shares0.00%2025-09-302025-11-12history
KANE COOK & DU PA 1 5 29GO UTX DUE 12/15/29 KANE COOK & DU PA 1 5 29GO UTX DUE 12/15/29100.0K shares0.00%2025-09-302025-11-12history
EVANSTON ILL 2 31GO UTX DUE 12/01/31 EVANSTON ILL 2 31GO UTX DUE 12/01/31100.0K shares0.00%2025-09-302025-11-12history
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS700 shares0.00%2025-09-302025-11-12history
ELGIN ILL 2 25GO UTX DUE 12/15/25 ELGIN ILL 2 25GO UTX DUE 12/15/2590.0K shares0.00%2025-09-302025-11-12history
ARAPAHOE CNTY CO 2 25 34GO UTX DUE 12/01/34OID ARAPAHOE CNTY CO 2 25 34GO UTX DUE 12/01/34OID100.0K shares0.00%2025-09-302025-11-12history
GM GENERAL MTRS CO1.5K shares0.21%2025-09-302025-11-12history
CHAMPAIGN & VERMILL 3 33GO UTX DUE 12/01/33 CHAMPAIGN & VERMILL 3 33GO UTX DUE 12/01/3390.0K shares0.00%2025-09-302025-11-12history
Sponsored
FRANKLIN BSP R 7 5 PFDPFD SER E FRANKLIN BSP R 7 5 PFDPFD SER E4.2K shares0.00%2025-09-302025-11-12history
SAN DIEGO GAS & E 1 7 30 DUE 10/01/30 SAN DIEGO GAS & E 1 7 30 DUE 10/01/30100.0K shares0.00%2025-09-302025-11-12history
BANK OF MONTREA1 25 26F DUE 09/15/26 BANK OF MONTREA1 25 26F DUE 09/15/2690.0K shares0.00%2025-09-302025-11-12history
NEXTERA ENERGY CAPI 5 30 DUE 02/28/30 NEXTERA ENERGY CAPI 5 30 DUE 02/28/3085.0K shares0.00%2025-09-302025-11-12history
ENTERGY TEXAS, I 1 75 31 DUE 03/15/31 ENTERGY TEXAS, I 1 75 31 DUE 03/15/31100.0K shares0.00%2025-09-302025-11-12history
SAN LEANDRO CAL 3 625 27MUNI BLDG DUE 12/01/27OID XTRO SAN LEANDRO CAL 3 625 27MUNI BLDG DUE 12/01/27OID XTRO85.0K shares0.00%2025-09-302025-11-12history
VIRIDIAN MUN MGMT D 2 34DB UTX DUE 12/01/34OID VIRIDIAN MUN MGMT D 2 34DB UTX DUE 12/01/34OID100.0K shares0.00%2025-09-302025-11-12history
LOWE'S COMPANIES, 1 7 28 DUE 09/15/28 LOWE'S COMPANIES, 1 7 28 DUE 09/15/2890.0K shares0.00%2025-09-302025-11-12history
Sponsored
REALTY INCOME COR 1 8 33 DUE 03/15/33 REALTY INCOME COR 1 8 33 DUE 03/15/33100.0K shares0.00%2025-09-302025-11-12history
HP INC 6 41 DUE 09/15/41 HP INC 6 41 DUE 09/15/4180.0K shares0.00%2025-09-302025-11-12history
PHILIP MORRIS I 5 125 27 DUE 11/17/27 PHILIP MORRIS I 5 125 27 DUE 11/17/2780.0K shares0.00%2025-09-302025-11-12history
ORLAND PARK ILL 3 46DB UTX DUE 12/01/46 ORLAND PARK ILL 3 46DB UTX DUE 12/01/46100.0K shares0.00%2025-09-302025-11-12history
CMDY ISHRS BLMBRG RL SEL CMDTSTRG ETF1.5K shares0.00%2025-09-302025-11-12history
MC HENRY CNTY ILL 1 5 26GO UTX DUE 12/30/26 MC HENRY CNTY ILL 1 5 26GO UTX DUE 12/30/2680.0K shares0.00%2025-09-302025-11-12history
CAROL STREAM ILL PK 5 37GO UTX DUE 01/01/37 CAROL STREAM ILL PK 5 37GO UTX DUE 01/01/3775.0K shares0.00%2025-09-302025-11-12history
CHANNAHON ILL FIRE 3 32DB UTX DUE 01/01/32 CHANNAHON ILL FIRE 3 32DB UTX DUE 01/01/3275.0K shares0.00%2025-09-302025-11-12history
Sponsored
THE GOLDMAN SACHS G 1 25 DUE 12/21/25 THE GOLDMAN SACHS G 1 25 DUE 12/21/2575.0K shares0.00%2025-09-302025-11-12history
INTF ISHARES INTERNATIONAL EQUITY FCT ETF2.1K shares0.00%2025-09-302025-11-12history
LAKE CNTY ILL WTR & 2 31WRSR UTIL DUE 12/01/31 LAKE CNTY ILL WTR & 2 31WRSR UTIL DUE 12/01/3180.0K shares0.00%2025-09-302025-11-12history
MONTGOMERY CNTY TEX 3 32GO UTX DUE 09/01/32OID MONTGOMERY CNTY TEX 3 32GO UTX DUE 09/01/32OID75.0K shares0.00%2025-09-302025-11-12history
ILLINOIS HSG DEV 0 9 28SING HSG DUE 10/01/28XTRO ILLINOIS HSG DEV 0 9 28SING HSG DUE 10/01/28XTRO75.0K shares0.00%2025-09-302025-11-12history
V VISA INC CLASS A200 shares-13.04%2025-09-302025-11-12history
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF1.4K shares0.00%2025-09-302025-11-12history
VIRIDIAN MUN MGMT D 1 29DB UTX DUE 12/01/29OID VIRIDIAN MUN MGMT D 1 29DB UTX DUE 12/01/29OID75.0K shares0.00%2025-09-302025-11-12history
Sponsored
CHARLOTTE N C 2 34GO UTX DUE 06/01/34 CHARLOTTE N C 2 34GO UTX DUE 06/01/3475.0K shares0.00%2025-09-302025-11-12history
VIG VANGUARD DIVIDEND APPRECIATION ETF300 shares-25.00%2025-09-302025-11-12history
EE EXCELERATE ENERGY INC CLASS A2.5K shares0.00%2025-09-302025-11-12history
TEXAS ST UNIV SYS F 3 34PUB EDUC DUE 03/15/34 TEXAS ST UNIV SYS F 3 34PUB EDUC DUE 03/15/3465.0K shares0.00%2025-09-302025-11-12history
BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS1.0K shares0.00%2025-09-302025-11-12history
F FORD MTR CO DEL5.2K shares-2.45%2025-09-302025-11-12history
AAPL APPLE INC243 shares0.00%2025-09-302025-11-12history
LOWER COLO RIV AUTH 4 40ELEC UTIL DUE 05/15/40OID ASSURED GUARANTY MUN LOWER COLO RIV AUTH 4 40ELEC UTIL DUE 05/15/40OID ASSURED GUARANTY MUN62.0K shares0.00%2025-09-302025-11-12history
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NORTH TEX TWY AUTH 0 28TOLL TRAN DUE 01/01/28OID ASSURED GUARANTY COR NORTH TEX TWY AUTH 0 28TOLL TRAN DUE 01/01/28OID ASSURED GUARANTY COR65.0K shares0.00%2025-09-302025-11-12history
ACWX ISHARES MSCI ACWI EX US ETF933 shares0.00%2025-09-302025-11-12history
ACWI ISHARES MSCI ACWI ETF432 shares0.00%2025-09-302025-11-12history
PHILLIPS 66 1 3 26 DUE 02/15/26 PHILLIPS 66 1 3 26 DUE 02/15/2660.0K shares0.00%2025-09-302025-11-12history
NEM NEWMONT CORP700 sharesnew addition2025-09-302025-11-12history
THE GOLDMAN SACH 4 75 33 DUE 08/15/33 THE GOLDMAN SACH 4 75 33 DUE 08/15/3357.0K shares0.00%2025-09-302025-11-12history
SABINE PASS LIQUEFA 5 27 DUE 03/15/27 SABINE PASS LIQUEFA 5 27 DUE 03/15/2755.0K shares0.00%2025-09-302025-11-12history
THE WILLIAMS COMP 5 4 26 DUE 03/02/26 THE WILLIAMS COMP 5 4 26 DUE 03/02/2655.0K shares0.00%2025-09-302025-11-12history
Sponsored
TRANSCANADA PI4 875 26F DUE 01/15/26 TRANSCANADA PI4 875 26F DUE 01/15/2655.0K shares0.00%2025-09-302025-11-12history
AMLP ALPS ALERIAN MLP ETF1.1K shares0.00%2025-09-302025-11-12history
BRANCH CNTY MICH BL 4 32REV UTX DUE 05/01/32 BRANCH CNTY MICH BL 4 32REV UTX DUE 05/01/3250.0K shares0.00%2025-09-302025-11-12history
NEXTERA ENERGY CA 1 9 28 DUE 06/15/28 NEXTERA ENERGY CA 1 9 28 DUE 06/15/2855.0K shares0.00%2025-09-302025-11-12history
CEG CONSTELLATION ENERGY COR156 sharesnew addition2025-09-302025-11-12history
CHAMBERS CNTY TEX I 4 29GO UTX DUE 09/01/29 CHAMBERS CNTY TEX I 4 29GO UTX DUE 09/01/2950.0K shares0.00%2025-09-302025-11-12history
PSA-PL PUBLIC STORA 4 625 PFDPFD SER L2.6K shares0.00%2025-09-302025-11-12history
ARIZONA INDL DEV AU 4 28CHAR EDUC DUE 11/01/28XTRO ARIZONA INDL DEV AU 4 28CHAR EDUC DUE 11/01/28XTRO50.0K shares0.00%2025-09-302025-11-12history
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KENTUCKY INC KY PUB 4 29OILG IDR DUE 08/01/29XTRO KENTUCKY INC KY PUB 4 29OILG IDR DUE 08/01/29XTRO50.0K shares0.00%2025-09-302025-11-12history
KING CNTY WASH HSG 4 27MULT HSG DUE 08/01/27 KING CNTY WASH HSG 4 27MULT HSG DUE 08/01/2750.0K shares0.00%2025-09-302025-11-12history
ONEOK, INC 5 55 26 DUE 11/01/26 ONEOK, INC 5 55 26 DUE 11/01/2650.0K shares0.00%2025-09-302025-11-12history
FOND DU LAC WIS WTR 4 26WTR UTIL DUE 09/01/26 FOND DU LAC WIS WTR 4 26WTR UTIL DUE 09/01/2650.0K shares0.00%2025-09-302025-11-12history
IBDZ ISHS IBND DEC 2034 TRM CORPRT ETF1.9K sharesnew addition2025-09-302025-11-12history
ILLINOIS FIN AUTH R 5 36EXCISE TAX DUE 12/01/36 ILLINOIS FIN AUTH R 5 36EXCISE TAX DUE 12/01/3650.0K shares0.00%2025-09-302025-11-12history
SOUTH BROWARD HO 3 25 31SYST HLTH DUE 05/01/31OID XTRO SOUTH BROWARD HO 3 25 31SYST HLTH DUE 05/01/31OID XTRO50.0K shares0.00%2025-09-302025-11-12history
TEXAS MUN PWR AGY R 3 30PWR UTIL DUE 09/01/30 TEXAS MUN PWR AGY R 3 30PWR UTIL DUE 09/01/3050.0K shares0.00%2025-09-302025-11-12history
Sponsored
HOUSTON TEX INDPT S 4 38GO LTX DUE 02/15/38 HOUSTON TEX INDPT S 4 38GO LTX DUE 02/15/3850.0K shares0.00%2025-09-302025-11-12history
HARRIS CNTY TEX HOS 4 34DIST HLTH DUE 02/15/34 HARRIS CNTY TEX HOS 4 34DIST HLTH DUE 02/15/3450.0K shares0.00%2025-09-302025-11-12history
GRAND PRAIRIE T 3 125 30GO LTX DUE 02/15/30OID GRAND PRAIRIE T 3 125 30GO LTX DUE 02/15/30OID50.0K sharesnew addition2025-09-302025-11-12history
THE BANK OF NOVA4 5 25F DUE 12/16/25 THE BANK OF NOVA4 5 25F DUE 12/16/2550.0K shares0.00%2025-09-302025-11-12history
OKLAHOMA DEV FI 4 851 45COMB IDR DUE 02/01/45TAXBL OKLAHOMA DEV FI 4 851 45COMB IDR DUE 02/01/45TAXBL50.0K shares0.00%2025-09-302025-11-12history
KELLER TEX 2 26GO LTX DUE 02/15/26 KELLER TEX 2 26GO LTX DUE 02/15/2650.0K shares0.00%2025-09-302025-11-12history
CBOE GLOBAL MARK 3 65 27 DUE 01/12/27 CBOE GLOBAL MARK 3 65 27 DUE 01/12/2750.0K shares0.00%2025-09-302025-11-12history
THE ALLSTATE COR 0 75 25 DUE 12/15/25 THE ALLSTATE COR 0 75 25 DUE 12/15/2550.0K shares0.00%2025-09-302025-11-12history
Sponsored
ROCKETT TEX SPL U 3 1 30WTR UTIL DUE 07/10/30ASSURED GUARANTY MUN ROCKETT TEX SPL U 3 1 30WTR UTIL DUE 07/10/30ASSURED GUARANTY MUN50.0K shares0.00%2025-09-302025-11-12history
KERRVILLE TEX 3 375 32DB LTX DUE 08/15/32 KERRVILLE TEX 3 375 32DB LTX DUE 08/15/3250.0K shares0.00%2025-09-302025-11-12history
BP CAPITAL MAR3 723 28F DUE 11/28/28 BP CAPITAL MAR3 723 28F DUE 11/28/2850.0K shares0.00%2025-09-302025-11-12history
BAKER HUGHES HO 3 337 27 DUE 12/15/27 BAKER HUGHES HO 3 337 27 DUE 12/15/2750.0K shares0.00%2025-09-302025-11-12history
LUBBOCK COOPER TEX 2 27GO UTX DUE 02/15/27 LUBBOCK COOPER TEX 2 27GO UTX DUE 02/15/2750.0K shares0.00%2025-09-302025-11-12history
LIBERTY TEX 2 27GO LTX DUE 03/01/27 LIBERTY TEX 2 27GO LTX DUE 03/01/2750.0K shares0.00%2025-09-302025-11-12history
THE TORONTO-DOM1 95 27F DUE 01/12/27 THE TORONTO-DOM1 95 27F DUE 01/12/2750.0K shares0.00%2025-09-302025-11-12history
JOHNSON CNTY KAN 2 25 29WTR UTIL DUE 07/01/29OID JOHNSON CNTY KAN 2 25 29WTR UTIL DUE 07/01/29OID50.0K shares0.00%2025-09-302025-11-12history
Sponsored
CITIGROUP INC 3 27 DUE 12/31/27 CITIGROUP INC 3 27 DUE 12/31/2750.0K shares0.00%2025-09-302025-11-12history
CARR CARRIER GLOBAL CORP800 sharesnew addition2025-09-302025-11-12history
BRIDGESTONE MUN UTI 3 33DB UTX DUE 05/01/33OID BRIDGESTONE MUN UTI 3 33DB UTX DUE 05/01/33OID50.0K shares0.00%2025-09-302025-11-12history
GENERAL ELECTRIC CO 4 32 DUE 06/15/32 GENERAL ELECTRIC CO 4 32 DUE 06/15/3250.0K shares0.00%2025-09-302025-11-12history
MIDWEST CITY OKL 4 25 38RTL IDR DUE 02/01/38XTRO TAXBL MIDWEST CITY OKL 4 25 38RTL IDR DUE 02/01/38XTRO TAXBL50.0K shares0.00%2025-09-302025-11-12history
SIMON PROPERTY G 2 45 29 DUE 09/13/29 SIMON PROPERTY G 2 45 29 DUE 09/13/2950.0K shares0.00%2025-09-302025-11-12history
PROVIDENCE ST 2 532 29 DUE 10/01/29 PROVIDENCE ST 2 532 29 DUE 10/01/2950.0K shares0.00%2025-09-302025-11-12history
TULSA CNTY OKLA IND 4 29FAC BLDG DUE 02/01/29XTRO TULSA CNTY OKLA IND 4 29FAC BLDG DUE 02/01/29XTRO45.0K shares0.00%2025-09-302025-11-12history
Sponsored
SUB ISHARES SHORT TERM NTNL MUN BND ETF435 shares0.00%2025-09-302025-11-12history
NORTH CAROLINA H 1 45 30SING HSG DUE 01/01/30XTRO NORTH CAROLINA H 1 45 30SING HSG DUE 01/01/30XTRO50.0K shares0.00%2025-09-302025-11-12history
JOHNSTON CNTY N C 1 5 30GO UTX DUE 02/01/30 JOHNSTON CNTY N C 1 5 30GO UTX DUE 02/01/3050.0K shares0.00%2025-09-302025-11-12history
L3HARRIS TECHNOLO 5 4 27 DUE 01/15/27 L3HARRIS TECHNOLO 5 4 27 DUE 01/15/2745.0K shares0.00%2025-09-302025-11-12history
FORT BEND CNTY T 2 75 35GO UTX DUE 09/01/35OID FORT BEND CNTY T 2 75 35GO UTX DUE 09/01/35OID50.0K shares0.00%2025-09-302025-11-12history
THE GOLDMAN SACHS G 2 29 DUE 08/30/29 THE GOLDMAN SACHS G 2 29 DUE 08/30/2950.0K shares0.00%2025-09-302025-11-12history
CVS HEALTH CORP 5 26 DUE 02/20/26 CVS HEALTH CORP 5 26 DUE 02/20/2645.0K shares0.00%2025-09-302025-11-12history
SAN JACINTO TEX R 4 5 27WTR UTIL DUE 10/01/27OID ASSURED GUARANTY MUN SAN JACINTO TEX R 4 5 27WTR UTIL DUE 10/01/27OID ASSURED GUARANTY MUN45.0K shares0.00%2025-09-302025-11-12history
Sponsored
DALLAS TEX WTRW 3 125 32WRSR UTIL DUE 10/01/32OID DALLAS TEX WTRW 3 125 32WRSR UTIL DUE 10/01/32OID45.0K shares0.00%2025-09-302025-11-12history
FLORIDA HSG FIN COR 2 32SING HSG DUE 07/01/32XTRO FLORIDA HSG FIN COR 2 32SING HSG DUE 07/01/32XTRO50.0K shares0.00%2025-09-302025-11-12history
GREENSBORO N C 1 671 31PKG BLDG DUE 11/01/31TAXBL GREENSBORO N C 1 671 31PKG BLDG DUE 11/01/31TAXBL50.0K shares0.00%2025-09-302025-11-12history
BRUSHY CREEK MUN 2 25 33GO UTX DUE 06/01/33OID BRUSHY CREEK MUN 2 25 33GO UTX DUE 06/01/33OID50.0K shares0.00%2025-09-302025-11-12history
RTX RTX CORP251 shares0.00%2025-09-302025-11-12history
LAKES FRESH WTR SUP 2 33GO UTX DUE 09/01/33 LAKES FRESH WTR SUP 2 33GO UTX DUE 09/01/3350.0K shares0.00%2025-09-302025-11-12history
FLORIDA HSG FIN 1 75 33SING HSG DUE 07/01/33XTRO FLORIDA HSG FIN 1 75 33SING HSG DUE 07/01/33XTRO50.0K shares0.00%2025-09-302025-11-12history
OKLAHOMA DEV FIN AU 4 29IMPT EDUC DUE 06/01/29XTRO OKLAHOMA DEV FIN AU 4 29IMPT EDUC DUE 06/01/29XTRO40.0K shares0.00%2025-09-302025-11-12history
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INTERNTNL CONS AIRLS A FSPONSORED ADR 1 ADR REPS 2 ORD SHS INTERNTNL CONS AIRLS A FSPONSORED ADR 1 ADR REPS 2 ORD SHS4.0K shares0.00%2025-09-302025-11-12history
WEC ENERGY GROUP 5 15 27 DUE 10/01/27 WEC ENERGY GROUP 5 15 27 DUE 10/01/2740.0K shares0.00%2025-09-302025-11-12history
JACKSON FINL INC 5 17 27 DUE 06/08/27 JACKSON FINL INC 5 17 27 DUE 06/08/2740.0K shares0.00%2025-09-302025-11-12history
SEMPRA 5 4 26 DUE 08/01/26 SEMPRA 5 4 26 DUE 08/01/2640.0K shares0.00%2025-09-302025-11-12history
VAN ALSTYNE TEX 2 36DB LTX DUE 02/15/36 VAN ALSTYNE TEX 2 36DB LTX DUE 02/15/3650.0K shares0.00%2025-09-302025-11-12history
MORGAN STANLEY 5 25 DUE 11/24/25 MORGAN STANLEY 5 25 DUE 11/24/2540.0K shares0.00%2025-09-302025-11-12history
REALTY INCOME CO 0 75 26 DUE 03/15/26 REALTY INCOME CO 0 75 26 DUE 03/15/2640.0K shares0.00%2025-09-302025-11-12history
VTWO VANGUARD RUSSELL 2000 ETF400 shares0.00%2025-09-302025-11-12history
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WELLS FARGO BANK 4 25 26CD FDIC INS DUE 03/05/26US WELLS FARGO BANK 4 25 26CD FDIC INS DUE 03/05/26US39.0K shares333.33%2025-09-302025-11-12history
BUTLER CNTY KANS UN 3 34GO UTX DUE 09/01/34 BUTLER CNTY KANS UN 3 34GO UTX DUE 09/01/3440.0K shares0.00%2025-09-302025-11-12history
SAN ANTONIO TEX PUB 4 42CONV BLDG DUE 09/15/42OID XTRO SAN ANTONIO TEX PUB 4 42CONV BLDG DUE 09/15/42OID XTRO42.0K shares0.00%2025-09-302025-11-12history
THE GOLDMAN SACH 1 65 27 DUE 06/10/27 THE GOLDMAN SACH 1 65 27 DUE 06/10/2740.0K shares0.00%2025-09-302025-11-12history
VWO VANGUARD FTSE EMERGING MARKETS ETF703 shares0.00%2025-09-302025-11-12history
SPHQ INVESCO S&P 500 QUALITY ETF515 shares0.00%2025-09-302025-11-12history
WELLTOWER INC 2 05 29 DUE 01/15/29 WELLTOWER INC 2 05 29 DUE 01/15/2940.0K shares0.00%2025-09-302025-11-12history
THE BANK OF NEW Y 1 9 29 DUE 01/25/29 THE BANK OF NEW Y 1 9 29 DUE 01/25/2940.0K shares0.00%2025-09-302025-11-12history
Sponsored
THE WALT DISNEY CO 2 29 DUE 09/01/29 THE WALT DISNEY CO 2 29 DUE 09/01/2940.0K shares0.00%2025-09-302025-11-12history
LOVE CNTY OKLA EDL 4 28LEAS SCH DUE 12/01/28XTRO LOVE CNTY OKLA EDL 4 28LEAS SCH DUE 12/01/28XTRO35.0K shares0.00%2025-09-302025-11-12history
BANK OF MONTRE5 203 28F DUE 02/01/28 BANK OF MONTRE5 203 28F DUE 02/01/2835.0K shares0.00%2025-09-302025-11-12history
VODAFONE GROUP4 375 28F DUE 05/30/28 VODAFONE GROUP4 375 28F DUE 05/30/2835.0K shares0.00%2025-09-302025-11-12history
STLA STELLANTIS N V F3.8K shares0.00%2025-09-302025-11-12history
MORGAN STANLEY PR 4 8 26CD FDIC INS DUE 07/10/26US MORGAN STANLEY PR 4 8 26CD FDIC INS DUE 07/10/26US35.0K sharesnew addition2025-09-302025-11-12history
BOSSIER PARISH LA P 4 29GO UTX DUE 03/01/29 BOSSIER PARISH LA P 4 29GO UTX DUE 03/01/2935.0K shares0.00%2025-09-302025-11-12history
WICHITA KANS 2 33DB UTX DUE 06/01/33 WICHITA KANS 2 33DB UTX DUE 06/01/3340.0K shares0.00%2025-09-302025-11-12history
Sponsored
BANK OF AMERICA, 4 15 26CD FDIC INS DUE 05/27/26US BANK OF AMERICA, 4 15 26CD FDIC INS DUE 05/27/26US35.0K sharesnew addition2025-09-302025-11-12history
LOWER COLO RIV AUTH 4 35ELEC UTIL DUE 05/15/35 LOWER COLO RIV AUTH 4 35ELEC UTIL DUE 05/15/3535.0K shares0.00%2025-09-302025-11-12history
MORGAN STANLEY BANK 4 26CD FDIC INS DUE 04/30/26US MORGAN STANLEY BANK 4 26CD FDIC INS DUE 04/30/26US35.0K sharesnew addition2025-09-302025-11-12history
BANK OF AMERICA, 4 05 26CD FDIC INS DUE 02/09/26US BANK OF AMERICA, 4 05 26CD FDIC INS DUE 02/09/26US35.0K shares0.00%2025-09-302025-11-12history
MISSION TEX REDEV A 4 27TAXI TAX DUE 09/01/27 MISSION TEX REDEV A 4 27TAXI TAX DUE 09/01/2735.0K shares0.00%2025-09-302025-11-12history
WOORI AMERICA BA 4 25 25CD FDIC INS DUE 10/28/25US WOORI AMERICA BA 4 25 25CD FDIC INS DUE 10/28/25US35.0K shares0.00%2025-09-302025-11-12history
CHAMBERS CNTY TE 3 75 28GO UTX DUE 09/01/28 CHAMBERS CNTY TE 3 75 28GO UTX DUE 09/01/2835.0K shares0.00%2025-09-302025-11-12history
SOUTHERN POWER C 4 15 25 CALLED @100 EFF: 10/21/2025 SOUTHERN POWER C 4 15 25 CALLED @100 EFF: 10/21/202535.0K shares0.00%2025-09-302025-11-12history
Sponsored
WELLS FARGO BANK 3 85 26CD FDIC INS DUE 06/22/26US WELLS FARGO BANK 3 85 26CD FDIC INS DUE 06/22/26US35.0K sharesnew addition2025-09-302025-11-12history
CUMBERLAND CNTY PA 4 35SYST HLTH DUE 11/01/35XTRO CUMBERLAND CNTY PA 4 35SYST HLTH DUE 11/01/35XTRO35.0K shares0.00%2025-09-302025-11-12history
FLUOR CORP 4 25 28 DUE 09/15/28 FLUOR CORP 4 25 28 DUE 09/15/2835.0K shares0.00%2025-09-302025-11-12history
VT VANGUARD TOTAL WORLD STOCK ETF248 shares27.18%2025-09-302025-11-12history
LAKE CNTY ILL WTR & 2 30WRSR UTIL DUE 12/01/30 LAKE CNTY ILL WTR & 2 30WRSR UTIL DUE 12/01/3035.0K shares0.00%2025-09-302025-11-12history
XSLV INVESCO S&P SMALLCAP LOWVOLATILITY ETF697 shares-1.55%2025-09-302025-11-12history
BLSH BULLISH F500 sharesnew addition2025-09-302025-11-12history
JPM JPMORGAN CHASE & CO100 shares0.00%2025-09-302025-11-12history
Sponsored
EXTRA SPACE STORA 5 5 30 DUE 07/01/30 EXTRA SPACE STORA 5 5 30 DUE 07/01/3030.0K shares0.00%2025-09-302025-11-12history
CVX CHEVRON CORP NEW200 shares0.00%2025-09-302025-11-12history
RYDER SYSTEM INC 5 65 28 DUE 03/01/28 RYDER SYSTEM INC 5 65 28 DUE 03/01/2830.0K shares0.00%2025-09-302025-11-12history
PHILIP MORRIS I 5 125 30 DUE 02/15/30 PHILIP MORRIS I 5 125 30 DUE 02/15/3030.0K shares0.00%2025-09-302025-11-12history
BLACKMAN TWP MICH 4 32GO UTX DUE 05/01/32 BLACKMAN TWP MICH 4 32GO UTX DUE 05/01/3230.0K shares0.00%2025-09-302025-11-12history
PG PROCTER & GAMBLE CO200 shares0.00%2025-09-302025-11-12history
LLY ELI LILLY AND CO40 shares33.33%2025-09-302025-11-12history
VTIP VANGUARD SHRT INF PROT SEC INDEX ETF594 shares0.00%2025-09-302025-11-12history
Sponsored
ENTERPRISE PRODU 5 05 26 DUE 01/10/26 ENTERPRISE PRODU 5 05 26 DUE 01/10/2630.0K shares0.00%2025-09-302025-11-12history
UCF STAD CORP FLA 3 5 32FAC EDUC DUE 03/01/32OID UCF STAD CORP FLA 3 5 32FAC EDUC DUE 03/01/32OID30.0K shares0.00%2025-09-302025-11-12history
MICHIGAN ST 3 59 26GO UTX DUE 12/01/26TAXBL MICHIGAN ST 3 59 26GO UTX DUE 12/01/26TAXBL30.0K shares0.00%2025-09-302025-11-12history
ATHENE HOLDING 4 125 28 DUE 01/12/28 ATHENE HOLDING 4 125 28 DUE 01/12/2830.0K shares0.00%2025-09-302025-11-12history
HARRIS CNTY TEX CUL 4 36SERV EDR DUE 11/15/36XTRO HARRIS CNTY TEX CUL 4 36SERV EDR DUE 11/15/36XTRO30.0K shares0.00%2025-09-302025-11-12history
TULSA OKLA ARPTS 3 5 27AIR TRAN DUE 06/01/27XTRO TAXBL TULSA OKLA ARPTS 3 5 27AIR TRAN DUE 06/01/27XTRO TAXBL30.0K shares0.00%2025-09-302025-11-12history
JPMORGAN CHASE & VAR 27 DUE 09/22/27 JPMORGAN CHASE & VAR 27 DUE 09/22/2730.0K shares0.00%2025-09-302025-11-12history
MID-AMERICA APART 1 1 26 DUE 09/15/26 MID-AMERICA APART 1 1 26 DUE 09/15/2630.0K shares0.00%2025-09-302025-11-12history
Sponsored
NORMAN OKLA 2 25 30GO UTX DUE 06/01/30OID NORMAN OKLA 2 25 30GO UTX DUE 06/01/30OID30.0K shares0.00%2025-09-302025-11-12history
JPMORGAN CHASE & CO 2 28 DUE 11/14/28 JPMORGAN CHASE & CO 2 28 DUE 11/14/2830.0K shares0.00%2025-09-302025-11-12history
U S BANK NTNL AS 4 3 26CD FDIC INS DUE 01/02/26US U S BANK NTNL AS 4 3 26CD FDIC INS DUE 01/02/26US27.0K shares0.00%2025-09-302025-11-12history
COP CONOCOPHILLIPS279 shares0.00%2025-09-302025-11-12history
ONEOK, INC 5 8 30 DUE 11/01/30 ONEOK, INC 5 8 30 DUE 11/01/3025.0K shares0.00%2025-09-302025-11-12history
XOM EXXON MOBIL CORP228 shares0.00%2025-09-302025-11-12history
NEXTERA ENERGY, 5 05 28 DUE 04/01/28 NEXTERA ENERGY, 5 05 28 DUE 04/01/2825.0K shares0.00%2025-09-302025-11-12history
BRYAN CNTY OKLA SCH 4 26EXCISE TAX DUE 12/01/26XTRO BRYAN CNTY OKLA SCH 4 26EXCISE TAX DUE 12/01/26XTRO25.0K shares0.00%2025-09-302025-11-12history
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NEW HANOVER CNT 3 125 33HOSP HLTH DUE 10/01/33OID XTRO NEW HANOVER CNT 3 125 33HOSP HLTH DUE 10/01/33OID XTRO25.0K shares0.00%2025-09-302025-11-12history
CAROL STREAM ILL PK 5 37GO UTX DUE 01/01/37 CAROL STREAM ILL PK 5 37GO UTX DUE 01/01/3725.0K shares0.00%2025-09-302025-11-12history
COLUMBUS CNTY N C L 4 32WRSR UTIL DUE 06/01/32 COLUMBUS CNTY N C L 4 32WRSR UTIL DUE 06/01/3225.0K shares0.00%2025-09-302025-11-12history
CITIGROUP INC 3 7 26 DUE 01/12/26 CITIGROUP INC 3 7 26 DUE 01/12/2625.0K shares0.00%2025-09-302025-11-12history
TEXAS ST 4 631 33GO UTX DUE 04/01/33XTRO TAXBL TEXAS ST 4 631 33GO UTX DUE 04/01/33XTRO TAXBL25.0K shares0.00%2025-09-302025-11-12history
TULSA OKLA INDL 3 75 26UNIV EDUC DUE 10/01/26OID TULSA OKLA INDL 3 75 26UNIV EDUC DUE 10/01/26OID25.0K shares0.00%2025-09-302025-11-12history
SHELL INTERNTN2 875 26F DUE 05/10/26 SHELL INTERNTN2 875 26F DUE 05/10/2625.0K shares0.00%2025-09-302025-11-12history
KALAMAZOO MICH HOSP 4 36SYST HLTH DUE 05/15/36XTRO KALAMAZOO MICH HOSP 4 36SYST HLTH DUE 05/15/36XTRO25.0K shares0.00%2025-09-302025-11-12history
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HOLLAND MICH 3 35 27GO LTX DUE 12/01/27TAXBL HOLLAND MICH 3 35 27GO LTX DUE 12/01/27TAXBL25.0K shares0.00%2025-09-302025-11-12history
HARRIS CNTY TEX MUN 3 28GO UTX DUE 09/01/28 HARRIS CNTY TEX MUN 3 28GO UTX DUE 09/01/2825.0K shares0.00%2025-09-302025-11-12history
THE TORONTO-DOM0 75 26F DUE 01/06/26 THE TORONTO-DOM0 75 26F DUE 01/06/2625.0K shares0.00%2025-09-302025-11-12history
GEORGIA ST HSG & 2 45 28SING HSG DUE 12/01/28XTRO GEORGIA ST HSG & 2 45 28SING HSG DUE 12/01/28XTRO25.0K shares0.00%2025-09-302025-11-12history
LANSING MICH TA 3 655 29DB UTX DUE 06/01/29TAXBL LANSING MICH TA 3 655 29DB UTX DUE 06/01/29TAXBL25.0K shares0.00%2025-09-302025-11-12history
LOUISIANA PUB FACS 3 31SYST HLTH DUE 05/15/31OID XTRO LOUISIANA PUB FACS 3 31SYST HLTH DUE 05/15/31OID XTRO25.0K shares0.00%2025-09-302025-11-12history
NEXTERA ENERGY 1 875 27 DUE 01/15/27 NEXTERA ENERGY 1 875 27 DUE 01/15/2725.0K shares0.00%2025-09-302025-11-12history
UNIVERSITY OKLA REV 3 33PUB EDUC DUE 07/01/33OID UNIVERSITY OKLA REV 3 33PUB EDUC DUE 07/01/33OID25.0K shares0.00%2025-09-302025-11-12history
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UNIVERSITY OKLA REV 4 40PUB EDUC DUE 07/01/40OID UNIVERSITY OKLA REV 4 40PUB EDUC DUE 07/01/40OID25.0K shares0.00%2025-09-302025-11-12history
FORD MOTOR CREDIT C 4 27 DUE 08/20/27 FORD MOTOR CREDIT C 4 27 DUE 08/20/2725.0K shares0.00%2025-09-302025-11-12history
OKLAHOMA ST WTR RES 3 35WRSR UTIL DUE 10/01/35OID XTRO OKLAHOMA ST WTR RES 3 35WRSR UTIL DUE 10/01/35OID XTRO25.0K shares0.00%2025-09-302025-11-12history
THE GOLDMAN SACH 1 55 27 DUE 07/29/27 THE GOLDMAN SACH 1 55 27 DUE 07/29/2725.0K shares0.00%2025-09-302025-11-12history
T AT&T INC834 shares0.00%2025-09-302025-11-12history
VEREIT OPERATING 2 2 28 DUE 06/15/28 VEREIT OPERATING 2 2 28 DUE 06/15/2825.0K shares0.00%2025-09-302025-11-12history
PRUDENTIAL FINL, 4 05 34 DUE 11/15/34 PRUDENTIAL FINL, 4 05 34 DUE 11/15/3425.0K shares0.00%2025-09-302025-11-12history
GABELLI DVD 5 375 PFDPFD SER H GABELLI DVD 5 375 PFDPFD SER H1.0K shares0.00%2025-09-302025-11-12history
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ALLY BANK 3 3 25CD FDIC INS DUE 12/23/25US ALLY BANK 3 3 25CD FDIC INS DUE 12/23/25US23.0K shares0.00%2025-09-302025-11-12history
SO SOUTHERN CO242 shares0.00%2025-09-302025-11-12history
UNION CNTY N C 1 375 30WRSR UTIL DUE 06/01/30 UNION CNTY N C 1 375 30WRSR UTIL DUE 06/01/3025.0K shares0.00%2025-09-302025-11-12history
TSLA TESLA INC50 shares-54.55%2025-09-302025-11-12history
PUBLIC STORAG 5 05 PFDPFD SER G PUBLIC STORAG 5 05 PFDPFD SER G1.0K shares0.00%2025-09-302025-11-12history
BANK OF AMERICA, NT 4 26CD FDIC INS DUE 01/02/26US BANK OF AMERICA, NT 4 26CD FDIC INS DUE 01/02/26US22.0K shares0.00%2025-09-302025-11-12history
MS MORGAN STANLEY137 shares-4.20%2025-09-302025-11-12history
ABBV ABBVIE INC94 shares0.00%2025-09-302025-11-12history
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KANNAPOLIS N C 2 153 33PKG DUE 04/01/33TAXBL KANNAPOLIS N C 2 153 33PKG DUE 04/01/33TAXBL25.0K shares0.00%2025-09-302025-11-12history
GABELLI EQUITY T 5 PFDPFD SER K GABELLI EQUITY T 5 PFDPFD SER K1.0K shares-61.54%2025-09-302025-11-12history
CARTER CNTY OKLA PU 4 29LEAS SCH DUE 12/01/29XTRO CARTER CNTY OKLA PU 4 29LEAS SCH DUE 12/01/29XTRO20.0K shares0.00%2025-09-302025-11-12history
TOYOTA MOTOR CRE 5 45 27 DUE 11/10/27 TOYOTA MOTOR CRE 5 45 27 DUE 11/10/2720.0K shares0.00%2025-09-302025-11-12history
C CITIGROUP INC201 shares0.00%2025-09-302025-11-12history
DUKE ENERGY CORP 5 27 DUE 12/08/27 DUKE ENERGY CORP 5 27 DUE 12/08/2720.0K shares0.00%2025-09-302025-11-12history
GRAND RIVER DAM AUT 4 38ELEC UTIL DUE 06/01/38 GRAND RIVER DAM AUT 4 38ELEC UTIL DUE 06/01/3820.0K shares0.00%2025-09-302025-11-12history
ONEOK, INC 5 26 DUE 03/01/26 ONEOK, INC 5 26 DUE 03/01/2620.0K shares0.00%2025-09-302025-11-12history
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WILMINGTON N C 4 1 32GO UTX DUE 06/01/32TAXBL WILMINGTON N C 4 1 32GO UTX DUE 06/01/32TAXBL20.0K shares0.00%2025-09-302025-11-12history
ROYAL BANK OF C5 25 28F DUE 04/28/28 ROYAL BANK OF C5 25 28F DUE 04/28/2820.0K shares0.00%2025-09-302025-11-12history
RICHMOND CNTY GA HO 3 32SYST HLTH DUE 01/01/32OID XTRO RICHMOND CNTY GA HO 3 32SYST HLTH DUE 01/01/32OID XTRO20.0K shares0.00%2025-09-302025-11-12history
LANCASTER TEX 4 35GO LTX DUE 02/15/35 LANCASTER TEX 4 35GO LTX DUE 02/15/3520.0K shares0.00%2025-09-302025-11-12history
SCAGO EDL FACS 4 118 26IMPT SCH DUE 12/01/26XTRO TAXBL BUILD AMERICA SCAGO EDL FACS 4 118 26IMPT SCH DUE 12/01/26XTRO TAXBL BUILD AMERICA20.0K shares0.00%2025-09-302025-11-12history
NEW HAVEN MICH C 2 76 27GO UTX DUE 05/01/27TAXBL NEW HAVEN MICH C 2 76 27GO UTX DUE 05/01/27TAXBL20.0K shares0.00%2025-09-302025-11-12history
UNIVERSITY HAWAI 3 65 31PUB EDUC DUE 10/01/31XTRO TAXBL UNIVERSITY HAWAI 3 65 31PUB EDUC DUE 10/01/31XTRO TAXBL20.0K shares0.00%2025-09-302025-11-12history
THE GOLDMAN SACH 1 45 26 DUE 09/14/26 THE GOLDMAN SACH 1 45 26 DUE 09/14/2620.0K shares0.00%2025-09-302025-11-12history
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THE TORONTO-DOMI1 1 26F DUE 09/20/26 THE TORONTO-DOMI1 1 26F DUE 09/20/2620.0K shares0.00%2025-09-302025-11-12history
AMT AMERICAN TOWER CORP NEW REIT100 shares-56.71%2025-09-302025-11-12history
RIVERNORTH/DO 4 75 PFDPFD SER B RIVERNORTH/DO 4 75 PFDPFD SER B1.0K shares-50.00%2025-09-302025-11-12history
THE GOLDMAN SACHS G 2 28 DUE 12/15/28 THE GOLDMAN SACHS G 2 28 DUE 12/15/2820.0K shares0.00%2025-09-302025-11-12history
DD DUPONT DE NEMOURS INC229 shares0.00%2025-09-302025-11-12history
PFE PFIZER INC700 shares0.00%2025-09-302025-11-12history
EAT BRINKER INTL INC140 shares0.00%2025-09-302025-11-12history
COUNCIL ROCK PA SCH 2 32GO LTX DUE 11/15/32 COUNCIL ROCK PA SCH 2 32GO LTX DUE 11/15/3220.0K shares0.00%2025-09-302025-11-12history
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IVV ISHARES CORE S&P 500 ETF26 shares0.00%2025-09-302025-11-12history
NTNL RURAL UTILI 1 35 31 DUE 03/15/31 NTNL RURAL UTILI 1 35 31 DUE 03/15/3120.0K shares0.00%2025-09-302025-11-12history
GSIE GOLDMAN SACHS ACTVBT INTEREQY ETF392 shares0.00%2025-09-302025-11-12history
TRUIST BANK 4 3 26CD FDIC INS DUE 06/12/26US TRUIST BANK 4 3 26CD FDIC INS DUE 06/12/26US16.0K shares0.00%2025-09-302025-11-12history
KO THE COCA-COLA CO240 shares0.00%2025-09-302025-11-12history
AVONDALE MICH SCH D 4 32GO UTX DUE 05/01/32 AVONDALE MICH SCH D 4 32GO UTX DUE 05/01/3215.0K shares0.00%2025-09-302025-11-12history
SPLV INVESCO S&P 500 LOW VOLATILITY ETF209 shares0.00%2025-09-302025-11-12history
WALLER CNTY TEX MUN 4 35GO UTX DUE 09/01/35 WALLER CNTY TEX MUN 4 35GO UTX DUE 09/01/3515.0K sharesnew addition2025-09-302025-11-12history
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THE TORONTO-DO5 532 26F DUE 07/17/26 THE TORONTO-DO5 532 26F DUE 07/17/2615.0K shares0.00%2025-09-302025-11-12history
JEFFERIES FINL G 4 85 27 DUE 01/15/27 JEFFERIES FINL G 4 85 27 DUE 01/15/2715.0K shares0.00%2025-09-302025-11-12history
THE GOLDMAN SACH 5 25 26 DUE 09/15/26 THE GOLDMAN SACH 5 25 26 DUE 09/15/2615.0K shares0.00%2025-09-302025-11-12history
DANSVILLE MICH SCHS 4 32GO UTX DUE 05/01/32 DANSVILLE MICH SCHS 4 32GO UTX DUE 05/01/3215.0K shares0.00%2025-09-302025-11-12history
ONEOK, INC 5 85 26 DUE 01/15/26 ONEOK, INC 5 85 26 DUE 01/15/2615.0K shares0.00%2025-09-302025-11-12history
WELLS FARGO BANK 5 35 25CD FDIC INS DUE 11/21/25US WELLS FARGO BANK 5 35 25CD FDIC INS DUE 11/21/25US15.0K shares0.00%2025-09-302025-11-12history
UNIVERSITY N C WILM 4 34STHG EDUC DUE 06/01/34XTRO UNIVERSITY N C WILM 4 34STHG EDUC DUE 06/01/34XTRO15.0K shares0.00%2025-09-302025-11-12history
WELLS FARGO BANK 4 25 26CD FDIC INS DUE 03/11/26US WELLS FARGO BANK 4 25 26CD FDIC INS DUE 03/11/26US15.0K shares0.00%2025-09-302025-11-12history
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PORT FREEPORT T 4 125 32PA TRAN DUE 06/01/32OID PORT FREEPORT T 4 125 32PA TRAN DUE 06/01/32OID15.0K shares0.00%2025-09-302025-11-12history
MORGAN STANLEY F 5 25 27 CALLED @100 EFF: 10/29/2025 MORGAN STANLEY F 5 25 27 CALLED @100 EFF: 10/29/202515.0K shares0.00%2025-09-302025-11-12history
ALEXANDRIA REAL E 4 3 26 DUE 01/15/26 ALEXANDRIA REAL E 4 3 26 DUE 01/15/2615.0K shares0.00%2025-09-302025-11-12history
UNIVERSITY OKLA R 2 9 26PUB EDUC DUE 07/01/26TAXBL UNIVERSITY OKLA R 2 9 26PUB EDUC DUE 07/01/26TAXBL15.0K shares0.00%2025-09-302025-11-12history
NEW ORLEANS LA 3 32GO UTX DUE 12/01/32 NEW ORLEANS LA 3 32GO UTX DUE 12/01/3215.0K shares0.00%2025-09-302025-11-12history
TOPEKA KANS 2 27DB UTX DUE 08/15/27 TOPEKA KANS 2 27DB UTX DUE 08/15/2715.0K shares0.00%2025-09-302025-11-12history
KANSAS ST DEV FIN A 3 33PUB EDUC DUE 03/01/33OID XTRO KANSAS ST DEV FIN A 3 33PUB EDUC DUE 03/01/33OID XTRO15.0K shares0.00%2025-09-302025-11-12history
KANSAS ST DEV F 3 125 35PUB EDUC DUE 03/01/35OID XTRO KANSAS ST DEV F 3 125 35PUB EDUC DUE 03/01/35OID XTRO15.0K shares0.00%2025-09-302025-11-12history
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THE GOLDMAN SACHS G 2 28 DUE 05/17/28 THE GOLDMAN SACHS G 2 28 DUE 05/17/2815.0K shares0.00%2025-09-302025-11-12history
BANK OF AMERICA, 4 1 26CD FDIC INS DUE 01/15/26US BANK OF AMERICA, 4 1 26CD FDIC INS DUE 01/15/26US14.0K shares0.00%2025-09-302025-11-12history
ILLINOIS HSG DEV 1 4 29SING HSG DUE 10/01/29XTRO ILLINOIS HSG DEV 1 4 29SING HSG DUE 10/01/29XTRO15.0K shares0.00%2025-09-302025-11-12history
MORGAN STANLEY F STEP 29 DUE 10/29/29MULTI STEP CPN MORGAN STANLEY F STEP 29 DUE 10/29/29MULTI STEP CPN15.0K shares0.00%2025-09-302025-11-12history
VWOB VANGUARD EMERGING MARKT GOVT BND ETF200 shares0.00%2025-09-302025-11-12history
FORTINET, INC 2 2 31 DUE 03/15/31 FORTINET, INC 2 2 31 DUE 03/15/3115.0K shares0.00%2025-09-302025-11-12history
IBHI ISHARS IBND 2029 TRM HG YLD INCM ETF551 shares264.90%2025-09-302025-11-12history
SCHG SCHWAB US LARGE CAP GROWTH ETF392 shares0.00%2025-09-302025-11-12history
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CITIGROUP INC 2 32 DUE 08/18/32 CITIGROUP INC 2 32 DUE 08/18/3215.0K shares0.00%2025-09-302025-11-12history
FRANKLIN RESOURCE 1 6 30 DUE 10/30/30 FRANKLIN RESOURCE 1 6 30 DUE 10/30/3014.0K shares0.00%2025-09-302025-11-12history
WELLS FARGO BANK 4 25 25CD FDIC INS DUE 12/05/25US WELLS FARGO BANK 4 25 25CD FDIC INS DUE 12/05/25US12.0K shares0.00%2025-09-302025-11-12history
APPALACHIAN ST 3 375 32PUB EDUC DUE 07/15/32OID APPALACHIAN ST 3 375 32PUB EDUC DUE 07/15/32OID12.0K shares0.00%2025-09-302025-11-12history
RIVERNORTH OPPTY 6 PFDPFD SER A RIVERNORTH OPPTY 6 PFDPFD SER A500 shares0.00%2025-09-302025-11-12history
NEW YORK N Y CIT 3 05 49MULT HSG DUE 11/01/49XTRO NEW YORK N Y CIT 3 05 49MULT HSG DUE 11/01/49XTRO15.0K shares0.00%2025-09-302025-11-12history
THE GABELLI 5 125 PFDPFD SER E THE GABELLI 5 125 PFDPFD SER E500 shares-54.55%2025-09-302025-11-12history
ONEOK, INC 5 65 28 DUE 11/01/28 ONEOK, INC 5 65 28 DUE 11/01/2810.0K shares0.00%2025-09-302025-11-12history
Sponsored
THE WILLIAMS COMP 5 3 28 DUE 08/15/28 THE WILLIAMS COMP 5 3 28 DUE 08/15/2810.0K shares0.00%2025-09-302025-11-12history
IWF ISHARES RUSSELL 1000 GROWTH ETF22 shares0.00%2025-09-302025-11-12history
CLINTON OKLA PUB WK 4 34LEAS SCH DUE 10/01/34OID XTRO CLINTON OKLA PUB WK 4 34LEAS SCH DUE 10/01/34OID XTRO10.0K shares0.00%2025-09-302025-11-12history
ALBANY-DOUGHERTY GA 4 32STHG EDUC DUE 06/01/32XTRO ALBANY-DOUGHERTY GA 4 32STHG EDUC DUE 06/01/32XTRO10.0K shares0.00%2025-09-302025-11-12history
CANADIAN IMPER5 001 28F DUE 04/28/28 CANADIAN IMPER5 001 28F DUE 04/28/2810.0K shares0.00%2025-09-302025-11-12history
THE GOLDMAN SACHS G 5 30 DUE 11/15/30 THE GOLDMAN SACHS G 5 30 DUE 11/15/3010.0K shares0.00%2025-09-302025-11-12history
PHILLIPS 66 CO 4 95 27 DUE 12/01/27 PHILLIPS 66 CO 4 95 27 DUE 12/01/2710.0K shares0.00%2025-09-302025-11-12history
CHENIERE CORPUS 5 125 27 DUE 06/30/27 CHENIERE CORPUS 5 125 27 DUE 06/30/2710.0K shares0.00%2025-09-302025-11-12history
Sponsored
OK DFA LSE 4 28IMPT EDUC DUE 06/01/28XTRO OK DFA LSE 4 28IMPT EDUC DUE 06/01/28XTRO10.0K shares0.00%2025-09-302025-11-12history
FULTON CNTY GA DEV 4 31SYST HLTH DUE 07/01/31 FULTON CNTY GA DEV 4 31SYST HLTH DUE 07/01/3110.0K shares0.00%2025-09-302025-11-12history
OKLAHOMA ST UNIV AG 4 39PUB EDUC DUE 09/01/39 OKLAHOMA ST UNIV AG 4 39PUB EDUC DUE 09/01/3910.0K shares0.00%2025-09-302025-11-12history
GRAND RAPIDS MICH W 5 36WTR UTIL DUE 01/01/36 GRAND RAPIDS MICH W 5 36WTR UTIL DUE 01/01/3610.0K shares0.00%2025-09-302025-11-12history
THE GOLDMAN SACHS G 5 27 DUE 09/15/27 THE GOLDMAN SACHS G 5 27 DUE 09/15/2710.0K shares0.00%2025-09-302025-11-12history
NEW ORLEANS LA 3 625 31GO UTX DUE 12/01/31OID NEW ORLEANS LA 3 625 31GO UTX DUE 12/01/31OID10.0K shares0.00%2025-09-302025-11-12history
MAINE MUN BD BK 5 093 25MUBB DUE 11/01/25XTRO TAXBL MAINE MUN BD BK 5 093 25MUBB DUE 11/01/25XTRO TAXBL10.0K shares0.00%2025-09-302025-11-12history
JPMORGAN CHASE FI 5 2 28 DUE 04/28/28 JPMORGAN CHASE FI 5 2 28 DUE 04/28/2810.0K shares0.00%2025-09-302025-11-12history
Sponsored
HIDALGO CNTY TE 4 044 30GO LTX DUE 08/15/30TAXBL HIDALGO CNTY TE 4 044 30GO LTX DUE 08/15/30TAXBL10.0K shares0.00%2025-09-302025-11-12history
FORSYTH MONT POLL 3 9 31ELEC PCR DUE 03/01/31XTRO FORSYTH MONT POLL 3 9 31ELEC PCR DUE 03/01/31XTRO10.0K shares0.00%2025-09-302025-11-12history
RAMAPO N Y LOC DEV 5 28REV LTX DUE 03/15/28 RAMAPO N Y LOC DEV 5 28REV LTX DUE 03/15/2810.0K shares0.00%2025-09-302025-11-12history
FORT BEND CNTY TEX 3 28GO UTX DUE 09/01/28OID BUILD AMERICA MUTUAL FORT BEND CNTY TEX 3 28GO UTX DUE 09/01/28OID BUILD AMERICA MUTUAL10.0K shares0.00%2025-09-302025-11-12history
UNIVERSITY N C 2 479 25PUB EDUC DUE 12/01/25XTRO TAXBL UNIVERSITY N C 2 479 25PUB EDUC DUE 12/01/25XTRO TAXBL10.0K shares0.00%2025-09-302025-11-12history
WESTERN CAROLINA UN 4 39STHG EDUC DUE 06/01/39XTRO WESTERN CAROLINA UN 4 39STHG EDUC DUE 06/01/39XTRO10.0K shares0.00%2025-09-302025-11-12history
FORD MOTOR CO 4 346 26 DUE 12/08/26 FORD MOTOR CO 4 346 26 DUE 12/08/2610.0K shares0.00%2025-09-302025-11-12history
OTTAWA CNTY MICH 3 7 28GO LTX DUE 11/01/28OID TAXBL OTTAWA CNTY MICH 3 7 28GO LTX DUE 11/01/28OID TAXBL10.0K shares0.00%2025-09-302025-11-12history
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OKLAHOMA ST WTR 3 125 34POOL AUTH DUE 04/01/34OID XTRO OKLAHOMA ST WTR 3 125 34POOL AUTH DUE 04/01/34OID XTRO10.0K shares0.00%2025-09-302025-11-12history
UNIVERSITY OKLA 3 75 33PUB EDUC DUE 07/01/33OID UNIVERSITY OKLA 3 75 33PUB EDUC DUE 07/01/33OID10.0K shares0.00%2025-09-302025-11-12history
WILMINGTON N C L 1 13 26FAC REC DUE 06/01/26TAXBL WILMINGTON N C L 1 13 26FAC REC DUE 06/01/26TAXBL10.0K shares0.00%2025-09-302025-11-12history
AXIS SPECIALTY FI 3 9 29 DUE 07/15/29 AXIS SPECIALTY FI 3 9 29 DUE 07/15/2910.0K shares0.00%2025-09-302025-11-12history
LYNWOOD CALIF HSG A 4 29MULT HSG DUE 09/01/29OID TAXBL LYNWOOD CALIF HSG A 4 29MULT HSG DUE 09/01/29OID TAXBL10.0K shares0.00%2025-09-302025-11-12history
CALIFORNIA ST 4 988 39GO UTX DUE 04/01/39XTRO TAXBL CALIFORNIA ST 4 988 39GO UTX DUE 04/01/39XTRO TAXBL10.0K shares0.00%2025-09-302025-11-12history
COLUMBUS CNTY N C 3 5 35WRSR UTIL DUE 06/01/35OID COLUMBUS CNTY N C 3 5 35WRSR UTIL DUE 06/01/35OID10.0K shares0.00%2025-09-302025-11-12history
THE GOLDMAN SACHS G 1 26 DUE 08/17/26 THE GOLDMAN SACHS G 1 26 DUE 08/17/2610.0K shares0.00%2025-09-302025-11-12history
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SEDGWICK CNTY KANS 3 34GO UTX DUE 11/01/34 SEDGWICK CNTY KANS 3 34GO UTX DUE 11/01/3410.0K shares0.00%2025-09-302025-11-12history
NORTH CAROLINA CENT 3 34PUB EDUC DUE 10/01/34OID NORTH CAROLINA CENT 3 34PUB EDUC DUE 10/01/34OID10.0K shares0.00%2025-09-302025-11-12history
EASTERN GAS TRANSMI 3 29 DUE 11/15/29 EASTERN GAS TRANSMI 3 29 DUE 11/15/2910.0K shares0.00%2025-09-302025-11-12history
GENERAL ELECTRIC CO 4 32 DUE 07/15/32 GENERAL ELECTRIC CO 4 32 DUE 07/15/3210.0K shares0.00%2025-09-302025-11-12history
GREENSBORO N C L 1 67 28REV UTX DUE 04/01/28TAXBL GREENSBORO N C L 1 67 28REV UTX DUE 04/01/28TAXBL10.0K shares0.00%2025-09-302025-11-12history
LOWE'S COMPANIES, 1 3 28 DUE 04/15/28 LOWE'S COMPANIES, 1 3 28 DUE 04/15/2810.0K shares0.00%2025-09-302025-11-12history
WASTE MANAGEMENT, I 2 29 DUE 06/01/29 WASTE MANAGEMENT, I 2 29 DUE 06/01/2910.0K shares0.00%2025-09-302025-11-12history
TENNESSEE HSG DE 1 95 30SING HSG DUE 07/01/30XTRO TENNESSEE HSG DE 1 95 30SING HSG DUE 07/01/30XTRO10.0K shares0.00%2025-09-302025-11-12history
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BUNCOMBE CNTY N C 2 4 30REV LTX DUE 06/01/30TAXBL BUNCOMBE CNTY N C 2 4 30REV LTX DUE 06/01/30TAXBL10.0K shares0.00%2025-09-302025-11-12history
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CITIGROUP INC 3 31 DUE 08/30/31 CITIGROUP INC 3 31 DUE 08/30/3110.0K shares0.00%2025-09-302025-11-12history
WELLS FARGO & CO STEP 29 DUE 10/31/29MULTI STEP CPN WELLS FARGO & CO STEP 29 DUE 10/31/29MULTI STEP CPN10.0K shares0.00%2025-09-302025-11-12history
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PROLOGIS, L P 1 25 30 DUE 10/15/30 PROLOGIS, L P 1 25 30 DUE 10/15/3010.0K shares0.00%2025-09-302025-11-12history
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OKLAHOMA ST MUN 3 125XXXSUBMITTED FOR CASH EXP: 10/03/2025 OKLAHOMA ST MUN 3 125XXXSUBMITTED FOR CASH EXP: 10/03/202510.0K sharesnew addition2025-09-302025-11-12history
WELLS FARGO BANK, 4 3 26CD FDIC INS DUE 06/09/26US WELLS FARGO BANK, 4 3 26CD FDIC INS DUE 06/09/26US8.0K sharesnew addition2025-09-302025-11-12history
BARCLAYS BANK PLC 4 26F DUE 10/15/26 BARCLAYS BANK PLC 4 26F DUE 10/15/268.0K shares0.00%2025-09-302025-11-12history
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MO ALTRIA GROUP INC117 shares0.00%2025-09-302025-11-12history
BAC-PL BOA 7 25 SR L 7 25 PFDCONV SER L6 shares0.00%2025-09-302025-11-12history
EFAV ISHARES MSCI EAF MIN VOLFCT ETF89 shares0.00%2025-09-302025-11-12history
ATLANTIC UNI 6 875 PFDPFD SER A ATLANTIC UNI 6 875 PFDPFD SER A300 shares0.00%2025-09-302025-11-12history
CITIBANK, N A 4 2 26CD FDIC INS DUE 03/31/26US CITIBANK, N A 4 2 26CD FDIC INS DUE 03/31/26US7.0K sharesnew addition2025-09-302025-11-12history
WELLS FARGO BANK, 4 8 26 CALLED @100 EFF: 10/11/2025 WELLS FARGO BANK, 4 8 26 CALLED @100 EFF: 10/11/20257.0K shares0.00%2025-09-302025-11-12history
COF CAPITAL ONE FINL CORP31 shares0.00%2025-09-302025-11-12history
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AMGEN INC 5 15 28 DUE 03/02/28 AMGEN INC 5 15 28 DUE 03/02/285.0K shares0.00%2025-09-302025-11-12history
CITIGROUP INC 2 31 DUE 10/16/31 CITIGROUP INC 2 31 DUE 10/16/316.0K shares0.00%2025-09-302025-11-12history
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LAVACA-NAVIDAD R 3 25 28WRSR UTIL DUE 08/01/28OID LAVACA-NAVIDAD R 3 25 28WRSR UTIL DUE 08/01/28OID5.0K shares0.00%2025-09-302025-11-12history
PARAMOUNT GLOBAL 4 26 DUE 01/15/26 PARAMOUNT GLOBAL 4 26 DUE 01/15/265.0K shares0.00%2025-09-302025-11-12history
ENBRIDGE INC 4 25 26F DUE 12/01/26 ENBRIDGE INC 4 25 26F DUE 12/01/265.0K shares0.00%2025-09-302025-11-12history
HARRIS CNTY TEX M 2 5 26GO UTX DUE 09/01/26OID HARRIS CNTY TEX MUN HARRIS CNTY TEX M 2 5 26GO UTX DUE 09/01/26OID HARRIS CNTY TEX MUN5.0K shares0.00%2025-09-302025-11-12history
WILLIAMS PARTNER 3 75 27 DUE 06/15/27 WILLIAMS PARTNER 3 75 27 DUE 06/15/275.0K shares0.00%2025-09-302025-11-12history
INFIRMARY HEALTH SY 3 29SYST HLTH DUE 02/01/29OID XTRO INFIRMARY HEALTH SY 3 29SYST HLTH DUE 02/01/29OID XTRO5.0K shares0.00%2025-09-302025-11-12history
HARNETT CNTY N C 3 5 36SPLO DUE 06/01/36OID HARNETT CNTY N C 3 5 36SPLO DUE 06/01/36OID5.0K shares0.00%2025-09-302025-11-12history
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HARRIS CNTY TEX M 3 5 33WRSR UTIL DUE 12/01/33OID HARRIS CNTY TEX M 3 5 33WRSR UTIL DUE 12/01/33OID5.0K shares0.00%2025-09-302025-11-12history
THE GOLDMAN SACHS G 1 26 DUE 02/26/26 THE GOLDMAN SACHS G 1 26 DUE 02/26/265.0K shares0.00%2025-09-302025-11-12history
APD AIR PRODS & CHEMS INC18 shares0.00%2025-09-302025-11-12history
UNIVERSITY OKLA REV 4 39PUB EDUC DUE 07/01/39OID UNIVERSITY OKLA REV 4 39PUB EDUC DUE 07/01/39OID5.0K shares0.00%2025-09-302025-11-12history
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IWR ISHARES RUSSELL MID CAP ETF20 shares0.00%2025-09-302025-11-12history
PHDG INVESCO S&P 500 DOWNSIDEHEDGED ETF26 shares0.00%2025-09-302025-11-12history
HYPD HYPERION DEFI INC90 shares0.00%2025-09-302025-11-12history
SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF12 shares0.00%2025-09-302025-11-12history
EMGF ISHARES EMG MRKTS EQTY FACTOR ETF2 shares0.00%2025-09-302025-11-12history
FNDF SCHWAB FUNDAMNTL INTRNL EQT ETF2 shares0.00%2025-09-302025-11-12history
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DOV DOVER CORPN/A sharesnew addition2025-09-302025-11-12history

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