Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares TR(IGSB) | 890,000 | $46.6M | 20.72% |
| 2 | Ishares TR(IGIB) | 440,000 | $23.4M | 10.39% |
| 3 | Ishares TR(IEI) | 182,800 | $21.5M | 9.54% |
| 4 | Ishares TR(SHY) | 258,100 | $21.2M | 9.41% |
| 5 | Ishares TR(USHY) | 478,100 | $17.7M | 7.86% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 0.12% | 0.13% | +0.01% |
| Unclassified | 99.88% | 99.87% | -0.01% |
Quarter-over-quarter weight changes by market cap
| Ishares TR(EMB) |
| 180,000 |
| $17.4M |
| 7.71% |
| 7 | Ishares TR(AGG) | 149,700 | $14.8M | 6.58% |
| 8 | Vanguard Scottsdale FDS(VCSH) | 120,000 | $9.5M | 4.21% |
| 9 | Ishares TR(IGLB) | 175,000 | $8.8M | 3.89% |
| 10 | Ishares TR(LQD) | 70,000 | $7.6M | 3.39% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.88% | 99.87% | -0.01% |
| Large Cap | 0.12% | 0.13% | +0.01% |
Quarter-over-quarter position changes