Members Trust Co

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Tampa, FL
CIK
0001677560
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 115 3,499,242 AGG, SPY, VTV, IEF 13F-HR 1/30/2024 000166773124000054
Q3 2023 105 3,429,551 AGG, SPY, VTV, IEF 13F-HR 10/6/2023 000166773123000429
Q2 2023 112 3,445,736 AGG, SPY, VTV, LQD NEW HOLDINGS 7/18/2023 000166773123000320
Q2 2023 37 3,198,013 LQD, SPY, VTV, IGSB 13F-HR 7/11/2023 000166773123000304
Q1 2023 34 3,321,702 SPY, AGG, LQD, VTV 13F-HR 4/18/2023 000166773123000187
Q4 2022 37 3,198,013 LQD, SPY, VTV, IGSB 13F-HR 2/7/2023 000166773123000073
Q3 2022 110 3,018,059 SPY, AGG, VTV, IGSB 13F-HR 11/7/2022 000166773122000415
Q2 2022 107 3,162,775 IGSB, AGG, SPY, VTV 13F-HR 8/3/2022 000166773122000303
Q1 2022 116 3,347,979 IGSB, VTV, SPY, SHY 13F-HR 8/3/2022 000166773122000301
Q4 2021 123 3,342,461 IGSB, VTV, SPY, SHY 13F-HR 1/24/2022 000166773122000011
Q3 2021 112 3,211,045 IGSB, VTV, SHY, SPY RESTATEMENT 11/9/2021 000166773121000289
Q2 2021 121 3,160,336 IGSB, SHY, VTV, SPY 13F-HR 8/6/2021 000166773121000224
Q1 2021 114 2,958,044 IGSB, VTV, SHY, SPY 13F-HR 5/26/2021 000166773121000177
Q4 2020 110 2,814,419 IGSB, SPY, VTV, SHY 13F-HR 1/25/2021 000166773121000017
Q3 2020 106 2,555,824 IGSB, SPY, VTV, AGG 13F-HR 11/9/2020 000166773120000408
Q2 2020 98 2,393,540 IGSB, SPY, VTV, AGG 13F-HR 8/13/2020 000166773120000310
Q1 2018 93 1,984,323 AGG, SPY, SHY, VTV 13F-HR 5/22/2018 000167756018000004
Q4 2017 89 1,920,506 AGG, SPY, SHY, VTV 13F-HR 2/15/2018 000167756018000002
Q3 2017 81 1,820,680 AGG, SHY, SPY, VTV 13F-HR 10/18/2017 000167756017000009
Q2 2017 77 1,753,462 AGG, SHY, SPY, VTV 13F-HR 8/7/2017 000167756017000005
Q1 2017 83 1,703,076 AGG, SHY, SPY, VTV 13F-HR 5/15/2017 000167756017000003
Q3 2016 89 1,573,563 AGG, SPY, SHY, VTV 13F-HR 11/18/2016 000167756016000004
Q2 2016 92 1,527,325 AGG, SHY, SPY, VTV 13F-HR 8/12/2016 000167756016000002
Additional filings from Members Trust Co that have since been restated