INSIGHT 2811, INC.

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$201M
Signature - Title
Jeffrey R. Keen - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by INSIGHT 2811, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INSIGHT 2811, INC. reported 89 stock holdings with total value $201M as of Q3 2024. Top holdings included VGSH, SHY, TLT, AGG, and IWD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 89 $201M +$20.3M -$20M +$317K VGSH, SHY, TLT, AGG, IWD 13F-HR 11/6/2024, 02:06 PM
Q2 2024 86 $193M +$6.01M -$7.11M -$1.1M VGSH, SHY, IWD, AGG, IVV 13F-HR 8/6/2024, 05:20 PM
Q1 2024 83 $195M +$8.11M -$1.62M +$6.49M VGSH, SHY, IWD, AGG, IVV 13F-HR 5/6/2024, 02:54 PM
Q4 2023 78 $183M +$10.5M -$12.1M -$1.63M VGSH, SHY, IWD, AGG, IVV 13F-HR 2/12/2024, 04:50 PM
Q3 2023 81 $176M +$22.7M -$27.1M -$4.41M VGSH, SHY, IWD, AGG, BIL 13F-HR 11/14/2023, 02:48 PM
Q2 2023 95 $184M +$26.6M -$6.97M +$19.6M VGSH, SHY, IBTE, IWD, BIL 13F-HR 8/4/2023, 01:31 PM
Q1 2023 91 $162M +$2.22M -$5.99M -$3.77M SHY, VGSH, IBTE, IWD, BIL 13F-HR 5/11/2023, 10:35 AM
Q4 2022 94 $162M +$28.2M -$18.8M +$9.36M SHY, VGSH, IBTE, IWD, BIL 13F-HR 2/7/2023, 04:26 PM
Q3 2022 81 $148M +$3.81M -$3.21M +$600K SHY, VGSH, IWD, IWF, BIL 13F-HR 11/14/2022, 01:49 PM
Q2 2022 82 $153M +$8.47M -$13.7M -$5.18M SHY, VGSH, IWD, IWF, BIL 13F-HR 8/9/2022, 01:36 PM
Q1 2022 90 $169M +$13.6M -$14.3M -$683K SHY, VGSH, IWD, IWF, IWS 13F-HR 5/6/2022, 09:08 AM
Q4 2021 81 $176M +$51.2M -$48.7M +$2.44M SHY, VGSH, IWF, IWD, IWP 13F-HR 2/1/2022, 05:24 PM
Q3 2021 76 $169M +$3.51M -$10.8M -$7.32M SHY, SCHR, IWF, IWP, IWD 13F-HR 11/4/2021, 10:05 AM
Q2 2021 79 $177M +$5.14M -$4.34M +$797K SHY, SCHR, IWF, IWP, IWD 13F-HR 8/4/2021, 02:57 PM
Q1 2021 72 $171M +$8.64M -$8.04M +$599K SHY, SCHR, IWF, IWP, IWD 13F-HR 4/29/2021, 03:59 PM
Q4 2020 76 $170M +$60.1M -$53.1M +$7M SHY, SCHR, IWF, IWP, IWD 13F-HR 1/29/2021, 10:30 AM
Q3 2020 66 $161M +$9.89M -$2.07M +$7.82M SHY, BIL, IWF, IWP, IWD 13F-HR 10/20/2020, 01:43 PM
Q2 2020 66 $151M +$11.2M -$5.65M +$5.51M SHY, BIL, IWF, IWP, TLT 13F-HR 7/21/2020, 10:46 AM
Q1 2020 67 $136M +$29.3M -$38.1M -$8.8M SHY, BIL, IWF, TLT, IWD 13F-HR 5/5/2020, 04:52 PM
Q4 2019 92 $152M +$12.1M -$5.03M +$7.12M SHY, TLT, IWD, IWF, IWP 13F-HR 2/7/2020, 01:52 PM
Q3 2019 82 $141M +$7.59M -$5.76M +$1.84M SHY, TLT, IWD, IWF, IWP 13F-HR 10/31/2019, 12:53 PM
Q2 2019 87 $139M +$8.22M -$4.45M +$3.77M SHY, TLT, IWD, IWF, IWP 13F-HR 7/9/2019, 04:56 PM
Q1 2019 87 $130M +$30.2M -$27.1M +$3.19M SHY, TLT, IWD, IWF, IWP 13F-HR 5/13/2019, 04:32 PM
Q4 2018 80 $118M +$40.8M -$54.7M -$13.9M SHY, IWD, IWF, IWP, IEFA 13F-HR 2/25/2019, 09:37 AM
Q3 2018 86 $148M +$12.7M -$14.4M -$1.67M VCSH, IWD, IWF, IWP, IEFA 13F-HR 11/2/2018, 12:09 PM
Q2 2018 80 $144M +$9.17M -$4M +$5.16M VCSH, IEFA, IWD, IWF, IWP 13F-HR 8/10/2018, 09:41 AM
Q1 2018 79 $139M +$20.6M -$15.3M +$5.31M VCSH, IEFA, IWD, IWF, IWP 13F-HR 5/3/2018, 01:44 PM
Q4 2017 72 $136M +$8.67M -$12.5M -$3.81M IEFA, IWD, IWF, VCLT, VCSH 13F-HR 2/12/2018, 02:37 PM
Q3 2017 74 $135M +$6.98M -$5.82M +$1.16M IEFA, IWD, VCLT, IWF, VCSH 13F-HR 10/25/2017, 05:34 PM
Q2 2017 78 $131M +$21.3M -$23M -$1.73M IEFA, IWD, VCLT, IWF, VCSH 13F-HR 8/1/2017, 09:45 AM
Q1 2017 79 $131M +$9.29M -$6.5M +$2.79M SHY, IWD, VCSH, IEFA, IWF 13F-HR 5/3/2017, 11:38 AM
Q4 2016 69 $123M +$17.5M -$57.1M -$39.6M SHY, IWD, VCSH, IEFA, IWF 13F-HR 2/7/2017, 12:49 PM
Q3 2016 88 $161M +$23M -$126M -$103M SHY, VCSH, IWP, IWS, IWF 13F-HR 10/25/2016, 03:17 PM
Q2 2016 115 $260M +$14M -$19.8M -$5.84M BJRI, SHY, IWS, IWD, IWP 13F-HR 8/12/2016, 10:51 AM
Q1 2016 112 $255M +$88M -$45.2M +$42.8M BJRI, SHY, IWP, IWF, IWS 13F-HR 5/12/2016, 12:41 PM
Q4 2015 105 $211M +$50.6M -$12.3M +$38.3M BJRI, TLT, SHY, IWF, IWP 13F-HR 2/4/2016, 03:22 PM
Q3 2015 102 $172M +$51.9M -$76M -$24.1M TLT, SHY, IWF, IWP, BRKA 13F-HR 11/3/2015, 02:08 PM
Q2 2015 106 $209M +$29.3M -$30.9M -$1.57M SHY, IWP, IWF, IEFA, BRKA 13F-HR 8/5/2015, 09:07 AM
Q1 2015 109 $212M +$68.3M -$62.7M +$5.58M SHY, IWP, IWF, BRKA, SH 13F-HR 4/24/2015, 02:26 PM
Q4 2014 110 $205M +$31.5M -$66.1M -$34.6M VCSH, IWP, IWF, TLT, BRKA 13F-HR 2/12/2015, 03:37 PM
Q3 2014 113 $232M $0 $0 BRKA, VCSH, IWF, IWP, SPDW 13F-HR 11/14/2014, 10:41 AM
Q2 2014 113 $239M +$7.32M -$12.8M -$5.51M VCSH, BRKA, IWP, IWF, SPDW 13F-HR 8/14/2014, 04:20 PM
Q1 2014 114 $235M +$39.3M -$11.1M +$28.2M VCSH, BRKA, IWP, IWF, SPDW 13F-HR 5/15/2014, 10:59 AM
Q4 2013 91 $202M $0 $0 VCSH, BRKA, IWP, IWF, SPDW 13F-HR 2/4/2014, 09:28 AM