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Marshall Investment Loads Up on FLXR, Adding $4.0 Million Flexible Bond Position
Key takeaways
- The estimated transaction value was $4.0 million, based on the quarter’s average closing price.
- This was a new position for Marshall Investment Management, with FLXR representing 1.9% of its AUM as of March 31, 2026.
- NASDAQ: MSFT: $7.5 million (3.6% of AUM)
Andy Gould, The Motley Fool Mon, May 11, 2026 at 6:11 PM GMT+7 4 min read MSFT ^GSPC What happened According to a recent SEC filing, Marshall Investment Management, LLC, initiated a new position in the TCW Flexible Income ETF (NYSE:FLXR) during the first quarter of 2026, acquiring 101,528 shares. The estimated transaction value was $4.0 million, based on the quarter’s average closing price.
This was a new position for Marshall Investment Management, with FLXR representing 1.9% of its AUM as of March 31, 2026.
NASDAQ: MSFT: $7.5 million (3.6% of AUM)
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