Lord Abbtt Ultr SHRT BND-ILUBYX

13F holders, Q1 2024 (March 31)
1holders
$9.97avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Lord Abbtt Ultr SHRT BND-I (LUBYX) in their 13F filings. The largest holder was Encompass Wealth Advisors, LLC ($11.2M).

Company
Lord Abbtt Ultr SHRT BND-I
CUSIP
54401E457
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 1 holders

Encompass Wealth Advisors, LLC 3.00% Reduce -0.9% 1,127,142 $11.2M

"% of holder's portfolio" is LUBYX's weight in each manager's 13F, not the share of Lord Abbtt Ultr SHRT BND-I the manager owns.