| Q4 2025 |
7 |
$568,248,000 |
+$113,930,935 |
-$8,484,389 |
+$105,446,546 |
VTI, LQD, SRLN, BKLN, HYG
|
13F-HR |
13 Feb 2026, 08:35 |
| Q3 2025 |
6 |
$455,057,000 |
+$48,006,238 |
$0 |
+$48,006,238 |
VTI, SRLN, BKLN, HYG, AMPY
|
13F-HR |
12 Nov 2025, 15:51 |
| Q2 2025 |
5 |
$381,805,000 |
+$28,873,386 |
-$82,718,730 |
-$53,845,344 |
VTI, SRLN, HYG, AMPY, LYB
|
13F-HR |
12 Aug 2025, 14:52 |
| Q1 2025 |
5 |
$406,463,000 |
+$39,796,838 |
-$22,706,287 |
+$17,090,551 |
VTI, SRLN, HYG, AMPY, LYB
|
13F-HR |
12 May 2025, 11:54 |
| Q4 2024 |
5 |
$403,847,000 |
+$118,498,144 |
$0 |
+$118,498,144 |
VTI, SRLN, HYG, AMPY, LYB
|
13F-HR |
12 Feb 2025, 14:35 |
| Q3 2024 |
5 |
$281,319,000 |
$0 |
-$24,523,919 |
-$24,523,919 |
VTI, SRLN, HYG, AMPY
|
13F-HR |
13 Nov 2024, 14:44 |
| Q2 2024 |
5 |
$295,945,000 |
+$60,617,908 |
-$19,069,221 |
+$41,548,687 |
VTI, SRLN, HYG, AMPY
|
13F-HR |
29 Jul 2024, 13:20 |
| Q1 2024 |
5 |
$249,457,000 |
+$69,087,556 |
$0 |
+$69,087,556 |
VTI, SRLN, HYG, AMPY
|
13F-HR |
07 May 2024, 17:46 |
| Q4 2023 |
5 |
$169,697,000 |
+$60,780,000 |
-$159,126,513 |
-$98,346,513 |
VTI, SRLN, HYG, AMPY
|
13F-HR |
09 Feb 2024, 14:33 |
| Q3 2023 |
4 |
$240,011,000 |
+$23,007,864 |
$0 |
+$23,007,864 |
VTI, HYG, AMPY
|
13F-HR |
14 Nov 2023, 09:54 |
| Q2 2023 |
3 |
$225,042,000 |
$0 |
-$25,073,403 |
-$25,073,403 |
VTI, AMPY
|
13F-HR |
11 Aug 2023, 12:41 |
| Q1 2023 |
3 |
$231,744,000 |
+$32,005,553 |
$0 |
+$32,005,553 |
VTI, AMPY
|
13F-HR |
04 May 2023, 13:01 |
| Q4 2022 |
3 |
$187,106,000 |
+$33,096,830 |
$0 |
+$33,096,830 |
VTI, AMPY, LYB
|
13F-HR |
13 Feb 2023, 13:57 |
| Q3 2022 |
3 |
$144,568,000 |
+$40,886,322 |
$0 |
+$40,886,322 |
VTI, AMPY, LYB
|
13F-HR |
10 Nov 2022, 16:07 |
| Q2 2022 |
3 |
$108,967,000 |
+$33,451,719 |
$0 |
+$33,451,719 |
VTI, AMPY
|
13F-HR |
10 Aug 2022, 13:48 |
| Q1 2022 |
3 |
$91,148,000 |
+$24,927,767 |
$0 |
+$24,927,767 |
VTI, AMPY
|
13F-HR |
11 May 2022, 09:46 |
| Q4 2021 |
2 |
$70,260,000 |
$0 |
$0 |
$0 |
VTI
|
13F-HR |
04 Feb 2022, 13:56 |
| Q3 2021 |
2 |
$43,602,000 |
+$35,762,074 |
$0 |
+$35,762,074 |
VTI, AMPY
|
13F-HR |
09 Nov 2021, 14:12 |
| Q2 2021 |
1 |
$7,861,000 |
+$5,294,994 |
-$520,000 |
+$4,774,994 |
VTI
|
13F-HR |
06 Aug 2021, 16:36 |
| Q1 2021 |
2 |
$2,899,000 |
+$2,379,000 |
$0 |
+$2,379,000 |
VTI, LQD
|
13F-HR |
14 May 2021, 14:06 |
| Q4 2020 |
1 |
$553,000 |
$0 |
$0 |
$0 |
LQD
|
13F-HR |
12 Feb 2021, 20:00 |
| Q3 2020 |
1 |
$539,000 |
$0 |
$0 |
$0 |
LQD
|
13F-HR |
12 Nov 2020, 20:03 |
| Q2 2020 |
1 |
$538,000 |
$0 |
$0 |
$0 |
LQD
|
13F-HR |
13 Aug 2020, 17:18 |
| Q1 2020 |
1 |
$494,000 |
$0 |
$0 |
$0 |
LQD
|
13F-HR |
15 May 2020, 14:18 |