| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| 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 |