Examining Bond Portfolio Trends: Fourth Quarter 2023

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…

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