| Q3 2024 |
44 |
$159M |
+$34M |
-$36.6M |
-$2.51M |
IBHD, IBHE, BILZ, JULW, TUA
|
13F-HR |
10/2/2024, 11:33 AM |
| Q2 2024 |
57 |
$157M |
+$21.1M |
-$11.9M |
+$9.24M |
IBHD, IBDP, IBHE, BILZ, MARW
|
13F-HR |
7/10/2024, 03:36 PM |
| Q1 2024 |
48 |
$148M |
+$34.3M |
-$22.7M |
+$11.6M |
IBHD, IBDP, IBHE, BILZ, MARW
|
13F-HR |
4/8/2024, 04:13 PM |
| Q4 2023 |
44 |
$135M |
+$25M |
-$17.9M |
+$7.06M |
IBHD, SGOV, IBDP, IBHE, BILZ
|
Restatement |
2/7/2024, 03:38 PM |
| Q3 2023 |
40 |
$124M |
+$104M |
-$104M |
-$664 |
IBHD, IBDP, IBHE, CSCO, SIXJ
|
13F-HR |
10/10/2023, 03:16 PM |
| Q2 2023 |
70 |
$128M |
$0 |
$0 |
|
PFXF, SCHP, VYM, IGIB, SCHO
|
13F-HR |
7/13/2023, 04:21 PM |
| Q1 2022 |
64 |
$128M |
+$46.1M |
-$39.4M |
+$6.61M |
SCHO, PFXF, VYM, VIG, IGIB
|
13F-HR |
5/31/2022, 02:58 PM |
| Q4 2021 |
74 |
$124M |
$0 |
$0 |
|
SCHX, SCHO, VYM, SCHG, VIG
|
13F-HR |
2/16/2022, 11:51 AM |