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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 $256,672,727
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blackrock Taxable Municipal Bond Trust
 BBN 2,202,048 $35,607,116 13.87%
2.
Ishares Inc - MSCI EMRG CHN
 204,375 $16,076,137 6.26%
3.
Ishares Tr - INTL SEL DIV ETF
 365,531 $15,556,999 6.06%
4.
Nuveen Taxable Municipal Income Fund
 NBB 891,543 $14,046,234 5.47%
5.
Vertiv Holdings Co
 VRT 43,608 $10,927,320 4.26%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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