Weekly Market Update

Examining Bond Portfolio Trends: First Quarter 2024 Background Beginning in May 2012, we started tracking  portfolio trends of our bond accounting customers here at SouthState|DuncanWilliams.  At present, we account for over 130 client portfolios with a combined book value of $14.2 billion (not including SouthState Bank’s portfolio), or $107 million on average per portfolio.  Twelve…

Examining Bond Portfolio Trends: Fourth Quarter 2023 Beginning in May 2012, we started tracking  portfolio trends of our bond accounting customers here at SouthState|DuncanWilliams.  At present, we account for over 130 client portfolios with a combined book value of $14.2 billion (not including SouthState Bank’s portfolio), or $109 million on average per portfolio.  Twelve months…