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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 66 | $268M | +$14.7M | -$9.81M | +$4.88M | IEF, JPIE, SPYV, SPYG, SPSM | 13F-HR | 11/12/2025, 06:30 PM |
| Q2 2025 | 66 | $250M | +$34.2M | -$24.4M | +$9.78M | JPIE, SPYV, SPYG, IEF, SPSM | 13F-HR | 7/23/2025, 11:51 AM |
| Q1 2025 | 65 | $226M | +$29M | -$30.2M | -$1.23M | JPIE, SPYG, SPYV, IEF, SPTI | 13F-HR | 4/16/2025, 04:47 PM |
| Q4 2024 | 62 | $230M | +$33.5M | -$19.8M | +$13.7M | JPIE, IGIB, SPYV, SPTI, IEF | 13F-HR | 1/13/2025, 04:57 PM |
| Q3 2024 | 68 | $222M | +$13.6M | -$14.8M | -$1.23M | IEF, JPIE, IGIB, SPYV, SPEM | 13F-HR | 10/16/2024, 11:45 AM |
| Q2 2024 | 68 | $211M | +$32.3M | -$26.9M | +$5.35M | IEF, JPIE, IGIB, SPYV, SPYG | 13F-HR | 10/16/2024, 11:22 AM |
| Q4 2023 | 58 | $196M | +$9.26M | -$21.1M | -$11.8M | JPIE, IGIB, SPYV, IEF, SPYG | 13F-HR | 1/9/2024, 07:04 PM |
| Q3 2023 | 54 | $193M | +$23.3M | -$13.9M | +$9.35M | IGIB, JPIE, IEF, SPYV, SPYG | 13F-HR | 10/17/2023, 11:15 AM |
| Q2 2023 | 49 | $191M | +$30.2M | -$26.6M | +$3.52M | IGIB, JPIE, IEF, SPYV, SPYG | 13F-HR | 7/13/2023, 06:30 PM |
| Q1 2023 | 47 | $183M | +$17M | -$4.79M | +$12.2M | IGIB, JPIE, SPSB, SPYV, SPYG | 13F-HR | 4/4/2023, 06:28 PM |
| Q4 2022 | 46 | $165M | +$14.7M | -$19.6M | -$4.97M | IGIB, JPIE, SPSB, SPYV, SPYG | 13F-HR | 1/30/2023, 02:47 PM |
| Q3 2022 | 45 | $163M | +$38M | -$17M | +$20.9M | JPIE, SPTS, SPSB, IGIB, SPYV | 13F-HR | 10/11/2022, 02:49 PM |
| Q2 2022 | 38 | $149M | +$11.7M | -$8.56M | +$3.13M | SPTS, IGIB, SPSB, SPYV, SPYG | Restatement | 7/28/2022, 05:34 PM |
| Q1 2022 | 38 | $165M | +$22.9M | -$12.6M | +$10.3M | SDY, SPTS, IGIB, SPYG, SPYV | Restatement | 7/28/2022, 05:46 PM |
| Q4 2021 | 37 | $163M | +$28.8M | -$21.7M | +$7.11M | IGIB, SPTS, SPYG, SPYV, SPSB | Restatement | 7/28/2022, 07:18 PM |
| Q3 2021 | 36 | $151M | +$29.3M | -$18.5M | +$10.8M | IGIB, SPTS, SPSB, SPYG, SPYV | Restatement | 7/28/2022, 07:26 PM |
| Q2 2021 | 36 | $142M | +$6.85M | -$14.5M | -$7.67M | IGIB, SPSB, SPYG, SPYV, GLDM | Restatement | 7/28/2022, 07:36 PM |
| Q1 2021 | 41 | $143M | +$12M | -$6.79M | +$5.23M | IGIB, SPSB, SPYV, SPYG, SDY | Restatement | 7/28/2022, 07:43 PM |
| Q4 2020 | 37 | $135M | +$20.3M | -$13.3M | +$7.02M | IGIB, SPYG, SPYV, SPSB, GLDM | Restatement | 7/28/2022, 07:54 PM |
| Q3 2020 | 36 | $117M | +$16.8M | -$15.8M | +$950K | SPSB, IGIB, SPYV, SPYG, GLDM | Restatement | 7/28/2022, 08:20 PM |
| Q2 2020 | 36 | $112M | +$33.5M | -$32.7M | +$834K | SPSB, IGIB, BIL, SPYG, GLDM | Restatement | 7/29/2022, 04:59 PM |
| Q1 2020 | 43 | $101M | +$5.36M | -$6.83M | -$1.46M | BIL, SPSB, SPTS, SPYG, GLDM | Restatement | 7/29/2022, 05:04 PM |
| Q4 2019 | 48 | $121M | +$6.51M | -$1.29M | +$5.22M | BIL, SPSB, SPTS, SPYG, SPYV | 13F-HR | 1/14/2020, 03:10 PM |
| Q3 2019 | 45 | $111M | +$20.2M | -$17.8M | +$2.45M | BIL, SPSB, SPTS, SPYG, SPYV | 13F-HR | 10/3/2019, 01:32 PM |
| Q2 2019 | 40 | $109M | +$20.8M | -$17.2M | +$3.58M | BIL, SPSB, SPTS, SPYG, SPYV | 13F-HR | 7/5/2019, 05:58 PM |
| Q1 2019 | 37 | $103M | +$18.4M | -$13.9M | +$4.44M | BIL, SPSB, SPYG, SPYV, SPTS | 13F-HR | 4/2/2019, 07:29 PM |
| Q4 2018 | 37 | $92.1M | $0 | $0 | SPSB, SPTS, BIL, SPIB, SPYG | 13F-HR | 2/5/2019, 02:35 PM |