XERS 5 07/15/25 - Bond 30/360P2 U Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2020 to Q2 2025

Type / Class
Debt / Bond 30/360P2 U
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of XERS 5 07/15/25 - Bond 30/360P2 U across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q2 $0 $0 -$20,587,000 0
2025 Q1 $11,500,000 $20,587,000 -$3,968,000 179.02% 1
2024 Q4 $14,700,000 $18,422,000 124.84% 2
2024 Q3 $14,700,000 $16,810,000 112.6% 2
2024 Q2 $14,700,000 $15,198,000 102.66% 2
2024 Q1 $14,700,000 $15,130,000 -$18,600 102.59% 2
2023 Q4 $14,700,000 $15,941,350 109.43% 3
2023 Q3 $14,700,000 $14,494,250 -$36,808,369 97.5% 3
2023 Q2 $46,675,000 $53,128,358 +$480,489 110.19% 5
2023 Q1 $46,675,000 $42,609,889 +$71,580 88.64% 6
2022 Q4 $46,675,000 $42,900,499 +$2,173,000 83.03% 6
2022 Q3 $51,475,000 $48,364,944 93.03% 6
2022 Q2 $46,675,000 $43,342,000 90.72% 5
2022 Q1 $46,675,000 $54,571,000 117.19% 5
2021 Q4 $46,675,000 $56,921,000 123.93% 5
2021 Q3 $46,675,000 $51,896,000 +$22,353 114.06% 5
2021 Q2 $46,675,000 $73,710,000 +$13,098 157.01% 5
2021 Q1 $46,675,000 $79,051,000 +$1,535,641 169.51% 5
2020 Q4 $45,675,000 $80,065,000 -$67,755,810 175.6% 7
2020 Q3 $83,116,000 $162,460,000 +$17,166,572 194.0% 14
2020 Q2 $80,957,500 $80,494,508 +$80,494,508 99.05% 21