Dataset

Pro

Convertible Bond Custody (Monthly)

TDCC monthly convertible-bond custody balance / change / account count.

What this data is

Each row is one convertible bond (cb_id) for one data month (data_month), carrying custody_balance, change_amount, and custody_accounts, sourced from TDCC. Monthly with an early-next-month disclosure lag — keyed on data_month and NOT point-in-time safe: align by as_of so a not-yet-disclosed monthly report never leaks into the past.

Use cases

  • Watch monthly changes in convertible-bond custody balance and account count.
  • Track positioning-distribution trends and holding structure.
  • Align by as_of to keep backtests free of undisclosed-report look-ahead.

Why it matters for stock analysis

Monthly reports have a disclosure lag; mishandling timing leaks look-ahead — taking custody balances stamped with data_month aligns point-in-time correctly.

Coverage / Freshness / Source Policy

One row per convertible bond per month from TDCC; custody balance / monthly change / account count. Keyed on data_month, NOT point-in-time safe — align by as_of for backtests.

Monthly, disclosed early the following month (with a lag).

From official TDCC custody data; not investment advice.

Developer entry points

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