Q3 2024 |
|
|
|
|
|
|
13F-NT |
11/15/2024, 12:45 PM |
Q2 2024 |
|
|
|
|
|
|
13F-NT |
8/13/2024, 02:29 PM |
Q1 2024 |
9 |
$1.16B |
+$5.51M |
-$222M |
-$216M |
BHYB, HYDW, VCSH, VCIT, IWP
|
13F-HR |
5/14/2024, 06:07 PM |
Q4 2023 |
9 |
$1.37B |
+$733M |
-$682M |
+$50.4M |
BHYB, VCSH, HYDW, VCIT, IWP
|
13F-HR |
2/13/2024, 06:00 PM |
Q3 2023 |
11 |
$1.29B |
+$647K |
-$22.8M |
-$22.1M |
BSJP, VCSH, HYDW, VCIT, IWP
|
13F-HR |
11/9/2023, 01:01 PM |
Q2 2023 |
11 |
$1.33B |
+$576M |
-$641M |
-$65.3M |
BSJP, VCSH, HYDW, VCIT, IWP
|
13F-HR |
8/11/2023, 02:22 PM |
Q1 2023 |
11 |
$1.4B |
+$347M |
-$130M |
+$217M |
HYDW, VCSH, IWP, VCIT, VOO
|
13F-HR |
5/10/2023, 01:14 PM |
Q4 2022 |
10 |
$1.13B |
+$29.4M |
-$795M |
-$765M |
HYDW, IWP, VCSH, VCIT, VOO
|
13F-HR |
2/10/2023, 12:26 PM |
Q3 2022 |
10 |
$1.84B |
+$287M |
-$434M |
-$148M |
HYDW, IWP, VCSH, VCIT, IGIB
|
13F-HR |
11/14/2022, 02:31 PM |
Q2 2022 |
12 |
$2.04B |
+$334M |
-$596M |
-$262M |
HYDW, HYLB, IWP, VCSH, VCIT
|
13F-HR |
7/28/2022, 12:39 PM |
Q1 2022 |
16 |
$2.49B |
+$686M |
-$847M |
-$161M |
HYDW, VCIT, IWP, VCSH, IWV
|
13F-HR |
5/11/2022, 01:54 PM |
Q4 2021 |
15 |
$2.82B |
+$437M |
-$458M |
-$21.2M |
HYDW, HYLB, VCIT, VCSH, IWP
|
13F-HR |
2/3/2022, 03:20 PM |
Q3 2021 |
16 |
$2.86B |
+$1.29B |
-$545M |
+$749M |
HYDW, HYLB, VCSH, VCIT, IWP
|
13F-HR |
11/15/2021, 01:47 PM |
Q2 2021 |
15 |
$2.12B |
+$612M |
-$92.8M |
+$519M |
HYLB, HYDW, LQD, IWP, HYD
|
13F-HR |
8/6/2021, 05:42 PM |
Q1 2021 |
12 |
$1.69B |
+$572M |
-$444M |
+$128M |
HYLB, HYDW, LQD, IWP, IWS
|
13F-HR |
5/7/2021, 04:36 PM |
Q4 2020 |
9 |
$1.58B |
+$318M |
-$269M |
+$49.3M |
HYLB, IWP, LQD, IWM, IBDP
|
13F-HR |
2/8/2021, 06:03 PM |
Q3 2020 |
11 |
$1.58B |
+$327M |
-$11.9M |
+$315M |
HYLB, IWP, IVV, VOO, LQD
|
13F-HR |
11/12/2020, 11:16 AM |
Q2 2020 |
9 |
$1.21B |
+$893M |
-$119M |
+$774M |
HYLB, IWP, IVV, IBDN, IBDM
|
13F-HR |
8/14/2020, 01:00 PM |
Q1 2020 |
8 |
$352M |
+$340M |
-$442M |
-$102M |
IVV, IWP, IBDN, IBDM, IBDO
|
13F-HR |
5/12/2020, 03:15 PM |
Q4 2019 |
11 |
$455M |
$0 |
$0 |
|
HYG, HYLB, MSFT, IBDN, IBDM
|
13F-HR |
2/14/2020, 06:15 AM |