Q3 2023 |
169 |
$1.31B |
+$277M |
-$234M |
+$43.4M |
AAPL, IGIB, IWF, IVE, MSFT
|
13F-HR |
10/11/2023, 11:10 AM |
Q2 2023 |
138 |
$1.32B |
+$269M |
-$366M |
-$97M |
IWF, IVE, WMT, AAPL, IGIB
|
13F-HR |
8/7/2023, 12:37 PM |
Q1 2023 |
173 |
$1.36B |
+$298M |
-$294M |
+$4.11M |
AAPL, IGIB, LQD, BKLN, WMT
|
13F-HR |
5/3/2023, 03:26 PM |
Q4 2022 |
173 |
$1.33B |
+$295M |
-$279M |
+$15.5M |
HYG, AAPL, ABBV, WMT, IVE
|
13F-HR |
1/19/2023, 10:21 AM |
Q3 2022 |
159 |
$1.2B |
+$428M |
-$416M |
+$11.6M |
AAPL, TGT, CVS, ABBV, WMT
|
13F-HR |
10/12/2022, 09:32 AM |
Q2 2022 |
134 |
$1.25B |
+$561M |
-$668M |
-$107M |
AAPL, CMCSA, ABBV, IEI, BKLN
|
13F-HR |
7/12/2022, 09:50 AM |
Q1 2022 |
157 |
$1.49B |
+$801M |
-$977M |
-$176M |
CSX, ZBH, GPN, CHRW, MDT
|
13F-HR |
4/19/2022, 11:27 AM |
Q4 2021 |
173 |
$1.74B |
+$630M |
-$642M |
-$11.5M |
BKLN, HYG, IEF, TLT, PHM
|
13F-HR |
1/26/2022, 03:26 PM |
Q3 2021 |
166 |
$1.67B |
+$806M |
-$809M |
-$3.74M |
LQD, HYG, CWB, TLT, SYY
|
13F-HR |
10/18/2021, 01:26 PM |
Q2 2021 |
169 |
$1.68B |
+$738M |
-$653M |
+$85.3M |
TLT, LQD, AAPL, CWB, IGIB
|
13F-HR |
7/22/2021, 08:46 PM |
Q1 2021 |
170 |
$1.56B |
+$654M |
-$533M |
+$121M |
BKLN, HYG, AAPL, CWB, MBB
|
13F-HR |
4/16/2021, 06:01 PM |
Q4 2020 |
172 |
$1.33B |
+$667M |
-$501M |
+$167M |
BKLN, HYG, AAPL, CWB, LQD
|
13F-HR |
1/25/2021, 02:37 PM |
Q3 2020 |
154 |
$1.06B |
+$401M |
-$674M |
-$273M |
IEI, BKLN, IEF, CWB, AAPL
|
13F-HR |
10/15/2020, 02:13 PM |
Q2 2020 |
145 |
$1.26B |
+$742M |
-$509M |
+$232M |
IGIB, LQD, CWB, BKLN, AAPL
|
13F-HR |
7/13/2020, 04:02 PM |
Q1 2020 |
119 |
$919M |
+$585M |
-$1.04B |
-$460M |
IEF, IEI, TIP, AGG, AAPL
|
13F-HR |
4/9/2020, 12:54 PM |
Q4 2019 |
152 |
$1.5B |
+$766M |
-$579M |
+$187M |
HYG, TIP, IWF, PFF, VEU
|
13F-HR |
1/29/2020, 02:27 PM |
Q3 2019 |
146 |
$1.22B |
+$386M |
-$481M |
-$94.9M |
IEF, BNDX, IWF, MSFT, NEM
|
13F-HR |
10/9/2019, 12:57 PM |
Q2 2019 |
140 |
$1.32B |
+$492M |
-$547M |
-$54.5M |
IEF, BNDX, JPST, IWF, MSFT
|
13F-HR |
7/25/2019, 02:47 PM |
Q1 2019 |
151 |
$1.33B |
+$532M |
-$388M |
+$144M |
BNDX, CWB, JPST, IWP, MSFT
|
13F-HR |
4/9/2019, 12:50 PM |
Q4 2018 |
143 |
$1.06B |
+$111M |
-$340M |
-$229M |
BNDX, JPST, CWB, DHR, MSFT
|
13F-HR |
1/17/2019, 01:13 PM |
Q3 2018 |
507 |
$1.45B |
+$603M |
-$360M |
+$243M |
BNDX, CWB, SRLN, IVE, MSFT
|
13F-HR |
10/19/2018, 12:49 PM |
Q2 2018 |
248 |
$1.14B |
$0 |
-$41.9M |
-$41.9M |
IWP, CWB, EMB, SRLN, IVE
|
13F-HR |
7/9/2018, 01:07 PM |
Q1 2018 |
455 |
$1.23B |
+$122M |
-$126M |
-$4.18M |
IWP, CWB, EMB, SRLN, IVE
|
13F-HR |
4/9/2018, 02:38 PM |
Q4 2017 |
143 |
$1.22B |
+$186M |
-$157M |
+$28.3M |
IWP, EMB, CWB, SRLN, IVE
|
13F-HR |
2/13/2018, 03:34 PM |
Q3 2017 |
145 |
$1.14B |
+$294M |
-$90.6M |
+$204M |
TOTL, IWP, CWB, SRLN, IVE
|
13F-HR |
10/31/2017, 07:04 PM |
Q2 2017 |
121 |
$879M |
+$173M |
-$238M |
-$64.7M |
TOTL, BNDX, CWB, IWP, SRLN
|
13F-HR |
8/9/2017, 04:34 PM |
Q1 2017 |
105 |
$917M |
+$165M |
-$146M |
+$18.6M |
BNDX, AGG, CWB, IWP, SRLN
|
13F-HR |
4/25/2017, 06:47 PM |
Q4 2016 |
114 |
$863M |
+$209M |
-$210M |
-$1.3M |
BNDX, AGG, SRLN, CWB, IWP
|
13F-HR |
1/18/2017, 07:09 PM |
Q3 2016 |
109 |
$837M |
+$251M |
-$80.5M |
+$170M |
BNDX, AGG, VNQ, BIV, IWP
|
13F-HR |
11/2/2016, 05:19 PM |
Q2 2016 |
103 |
$644M |
+$151M |
-$158M |
-$6.37M |
BNDX, AGG, VNQ, BIV, IWP
|
13F-HR |
8/2/2016, 01:07 PM |
Q1 2016 |
105 |
$640M |
+$304M |
-$294M |
+$10.1M |
VEU, BNDX, AGG, IWP, BIV
|
13F-HR |
4/28/2016, 06:30 PM |
Q4 2015 |
139 |
$619M |
+$166M |
-$48.9M |
+$117M |
IWP, BNDX, AGG, PFF, SHY
|
13F-HR |
2/12/2016, 04:50 PM |
Q3 2015 |
67 |
$489M |
+$119M |
-$115M |
+$4.42M |
BNDX, AGG, IVE, SHY, PFF
|
13F-HR |
11/10/2015, 05:07 PM |
Q2 2015 |
68 |
$503M |
+$70.1M |
-$116M |
-$46M |
IWP, IVE, ACWX, BNDX, PFF
|
13F-HR |
8/11/2015, 01:41 PM |
Q1 2015 |
76 |
$550M |
+$151M |
-$100M |
+$50.3M |
IWP, IVE, AGG, BNDX, PFF
|
13F-HR |
5/11/2015, 02:14 PM |
Q4 2014 |
75 |
$487M |
+$143M |
-$116M |
+$27.8M |
IWP, IVE, IWS, IWF, AGG
|
13F-HR |
2/13/2015, 04:52 PM |
Q3 2014 |
67 |
$445M |
+$128M |
-$128M |
-$28.7K |
IVE, IWS, IWF, AGG, PFF
|
13F-HR |
10/30/2014, 02:00 PM |
Q2 2014 |
72 |
$449M |
+$181M |
-$172M |
+$8.92M |
IWS, IVE, IJS, IWP, PFF
|
13F-HR |
8/5/2014, 01:37 PM |
Q1 2014 |
159 |
$427M |
+$45.9M |
-$31.6M |
+$14.3M |
IWP, IWF, IWO, IWS, CWB
|
13F-HR |
4/25/2014, 06:23 PM |
Q4 2013 |
183 |
$407M |
$0 |
$0 |
|
IWP, IWF, IWO, IWS, CWB
|
13F-HR |
2/24/2014, 04:48 PM |