Q2 2024 |
217 |
$1.23B |
+$189M |
-$367M |
-$177M |
IGIB, IGSB, IVV, USHY, SPSB
|
13F-HR |
8/13/2024, 11:23 AM |
Q1 2024 |
225 |
$1.41B |
+$116M |
-$181M |
-$64.7M |
IGSB, IGIB, HYG, IVV, SPY
|
13F-HR |
5/10/2024, 04:26 PM |
Q4 2023 |
206 |
$1.45B |
+$45.6M |
-$425M |
-$380M |
IGIB, IGSB, MUB, HYG, SPY
|
13F-HR |
2/9/2024, 04:56 PM |
Q3 2023 |
228 |
$1.71B |
+$339M |
-$155M |
+$184M |
IGSB, MUB, IGIB, HYG, SPY
|
13F-HR |
11/13/2023, 05:29 PM |
Q2 2023 |
220 |
$1.57B |
+$256M |
-$51.6M |
+$204M |
IGSB, IGIB, MUB, HYG, SPY
|
13F-HR |
8/14/2023, 02:13 PM |
Q1 2023 |
202 |
$1.35B |
+$101M |
-$1.35B |
-$1.25B |
IGSB, IGIB, HYG, IVV, SPY
|
13F-HR |
5/10/2023, 05:07 PM |
Q4 2022 |
578 |
$3.29B |
+$427M |
-$678M |
-$251M |
IGSB, USMV, SPY, IGIB, HYG
|
13F-HR |
2/14/2023, 11:03 AM |
Q3 2022 |
576 |
$3.47B |
+$845M |
-$349M |
+$496M |
SPY, IGSB, MUB, HYG, IGIB
|
13F-HR |
11/14/2022, 04:08 PM |
Q2 2022 |
595 |
$3.25B |
+$791M |
-$664M |
+$127M |
IGSB, USMV, MUB, IGIB, HYG
|
13F-HR |
8/15/2022, 01:15 PM |
Q1 2022 |
577 |
$3.74B |
+$482M |
-$1.37B |
-$889M |
IGSB, IGIB, SPY, HYG, IVV
|
13F-HR |
5/16/2022, 05:06 PM |
Q4 2021 |
741 |
$5.24B |
+$2.87B |
-$146M |
+$2.73B |
IGSB, IGIB, AAPL, MSFT, USHY
|
13F-HR |
2/14/2022, 04:51 PM |
Q3 2021 |
690 |
$2.42B |
+$174M |
-$706M |
-$532M |
IGIB, IGSB, USHY, HYG, ITOT
|
13F-HR |
11/15/2021, 02:42 PM |
Q2 2021 |
715 |
$2.98B |
+$242M |
-$577M |
-$335M |
IGSB, IGIB, LQD, JNK, ITOT
|
13F-HR |
8/16/2021, 01:21 PM |
Q1 2021 |
723 |
$3.19B |
+$390M |
-$531M |
-$141M |
IGSB, IGIB, LQD, ITOT, HYG
|
13F-HR |
5/14/2021, 03:10 PM |
Q4 2020 |
702 |
$3.22B |
+$497M |
-$623M |
-$126M |
IGIB, IGSB, ITOT, JNK, IEMG
|
13F-HR |
2/12/2021, 04:09 PM |
Q3 2020 |
661 |
$3.08B |
+$446M |
-$360M |
+$86.6M |
HYG, IGIB, JNK, IGSB, ITOT
|
13F-HR |
11/13/2020, 02:23 PM |
Q2 2020 |
663 |
$2.91B |
+$475M |
-$424M |
+$50.7M |
HYG, IGIB, SPY, JNK, ITOT
|
13F-HR |
8/13/2020, 10:20 AM |
Q1 2020 |
610 |
$2.55B |
+$104M |
-$1.99B |
-$1.89B |
HYG, LQD, IGIB, JNK, ITOT
|
13F-HR |
5/14/2020, 06:07 PM |
Q4 2019 |
612 |
$5.51B |
+$355M |
-$915M |
-$561M |
LQD, HYG, IGIB, IVV, SCZ
|
13F-HR |
2/14/2020, 10:11 AM |
Q3 2019 |
486 |
$5.81B |
+$540M |
-$259M |
+$281M |
HYG, LQD, IGIB, IWM, IVV
|
13F-HR |
11/14/2019, 05:01 AM |
Q2 2019 |
480 |
$5.6B |
+$1.91B |
-$88M |
+$1.82B |
HYG, IGIB, IWM, IVV, LQD
|
13F-HR |
8/14/2019, 01:08 PM |
Q1 2019 |
412 |
$3.71B |
+$584M |
-$268M |
+$316M |
HYG, IWM, IVV, SCZ, SPY
|
13F-HR |
5/20/2019, 03:16 PM |
Q4 2018 |
382 |
$3.04B |
+$1.99B |
-$794M |
+$1.19B |
IWM, IWB, SPY, IVV, SCZ
|
13F-HR |
2/13/2019, 09:22 AM |
Q3 2018 |
41 |
$2.14B |
+$252M |
-$228M |
+$24.5M |
IEFA, SPY, IWB, IVV, LQD
|
13F-HR |
11/14/2018, 08:17 AM |
Q2 2018 |
36 |
$2.13B |
+$217M |
-$322M |
-$106M |
IEFA, IVV, LQD, IWB, SPY
|
13F-HR |
8/13/2018, 04:35 PM |
Q1 2018 |
26 |
$2.31B |
+$942M |
-$536M |
+$406M |
IEFA, IVV, SPY, IWB, LQD
|
13F-HR |
5/14/2018, 10:38 AM |
Q4 2017 |
27 |
$1.94B |
+$208M |
-$246M |
-$38.4M |
IVV, SPY, IWB, LQD, IGIB
|
13F-HR |
2/14/2018, 05:17 AM |
Q3 2017 |
24 |
$1.68B |
+$782M |
-$156M |
+$625M |
IVV, HYG, IWB, LQD, IGIB
|
13F-HR |
11/13/2017, 08:26 PM |
Q2 2017 |
293 |
$1.88B |
+$501M |
-$197M |
+$304M |
SPY, IVV, LQD, HYG, ITOT
|
13F-HR |
8/14/2017, 11:30 AM |
Q1 2017 |
173 |
$1.65B |
+$867M |
-$380M |
+$487M |
IVV, SPY, LQD, HYG, IGIB
|
13F-HR |
5/15/2017, 03:46 PM |
Q4 2016 |
202 |
$1.67B |
+$779M |
-$444M |
+$334M |
LQD, HYG, ITOT, IWM, RADXXXX
|
13F-HR |
2/14/2017, 02:43 PM |
Q3 2016 |
173 |
$1.42B |
+$392M |
-$219M |
+$173M |
LQD, SPY, HYG, IGIB, QUAL
|
13F-HR |
11/14/2016, 12:27 PM |
Q2 2016 |
175 |
$1.53B |
+$700M |
-$205M |
+$496M |
LQD, IWB, HYG, ITOT, IEFA
|
13F-HR |
8/11/2016, 12:48 PM |
Q1 2016 |
142 |
$1.16B |
+$436M |
-$122M |
+$314M |
ITOT, IVV, SPY, HYG, USMV
|
13F-HR |
5/16/2016, 03:30 PM |
Q4 2015 |
172 |
$1.05B |
+$333M |
-$116M |
+$217M |
ITOT, HYG, IVV, USMV, AAPL
|
13F-HR |
2/16/2016, 12:26 PM |
Q3 2015 |
208 |
$969M |
+$226M |
-$175M |
+$51.5M |
ITOT, HYG, IVV, USMV, DVY
|
13F-HR |
11/16/2015, 11:20 AM |
Q2 2015 |
221 |
$1.12B |
+$285M |
-$233M |
+$52.3M |
IVV, HYG, USMV, DVY, AAPL
|
13F-HR |
8/13/2015, 04:44 PM |
Q1 2015 |
215 |
$1.19B |
+$369M |
-$361M |
+$8.2M |
HYG, IVV, USMV, DVY, AAPL
|
13F-HR |
5/15/2015, 04:19 PM |
Q4 2014 |
223 |
$1.31B |
+$196M |
-$852M |
-$657M |
SPY, HYG, USMV, DVY, TWC
|
13F-HR |
2/13/2015, 12:59 PM |
Q3 2014 |
253 |
$2.2B |
+$273M |
-$1.48B |
-$1.21B |
SPY, USMV, IVV, DVY, AAPL
|
13F-HR |
11/14/2014, 01:33 PM |
Q2 2014 |
218 |
$3.7B |
+$1.01B |
-$128M |
+$880M |
IVV, SPY, USMV, DVY, EFAV
|
13F-HR |
8/14/2014, 04:55 PM |
Q1 2014 |
209 |
$3.1B |
+$1.08B |
-$211M |
+$868M |
IVV, SPY, USMV, EEMV, DVY
|
13F-HR |
5/15/2014, 02:36 PM |
Q4 2013 |
200 |
$2.7B |
|
|
|
IVV, SPY, EEMV, IEMG, USMV
|
13F-HR |
2/14/2014, 08:29 AM |