| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 114 | 386,685 | SPHY, XFIV, SRLN, BKLN | 13F-HR | 8/7/2026 | 000117266126003152 |
| Q1 2026 | 118 | 361,382 | SPTS, BIL, XFIV, SHY | 13F-HR | 5/13/2026 | 000117266126001748 |
| Q4 2025 | 113 | 323,398 | XFIV, SPAB, SPHY, SRLN | 13F-HR | 2/5/2026 | 000117266126000480 |
| Q3 2025 | 100 | 324,530 | BIL, JPST, SRLN, BKLN | 13F-HR | 10/29/2025 | 000117266125004473 |
| Q2 2025 | 102 | 350,614 | SRLN, SPHY, JPST, BIL | 13F-HR | 8/8/2025 | 000117266125002967 |
| Q1 2025 | 102 | 315,498 | SPHY, SPTI, SRLN, JAAA | 13F-HR | 5/12/2025 | 000117266125001649 |
| Q4 2024 | 99 | 298,994 | SPHY, JPST, SPTL, SRLN | 13F-HR | 1/17/2025 | 000117266125000261 |
| Q3 2024 | 226 | 350,808 | SPHY, JPST, BIL, SRLN | 13F-HR | 11/13/2024 | 000117266124004608 |
| Q2 2024 | 220 | 351,950 | SPHY, SPTI, SPAB, SRLN | 13F-HR | 8/6/2024 | 000117266124003089 |
| Q1 2024 | 218 | 351,050 | SPHY, SPAB, SPTI, SRLN | 13F-HR | 5/7/2024 | 000117266124002051 |
| Q4 2023 | 214 | 319,215 | SPHY, FLRN, BIL, ABLD | 13F-HR | 2/7/2024 | 000117266124000533 |
| Q3 2023 | 218 | 280,972 | FLRN, SPTL, ABLD, GOVT | 13F-HR | 11/6/2023 | 000117266123003623 |
| Q2 2023 | 236 | 319,746 | SJNK, BKLN, SRLN, JNK | 13F-HR | 8/7/2023 | 000117266123002764 |
| Q1 2023 | 215 | 277,691 | JNK, SHY, VGSH, ABLD | 13F-HR | 5/8/2023 | 000117266123001877 |
| Q4 2022 | 222 | 282,724 | IEI, SHY, ABLD, VGSH | 13F-HR | 2/8/2023 | 000117266123000520 |
| Q3 2022 | 235 | 277,064 | SHY, VGSH, IEI, SCHO | 13F-HR | 11/7/2022 | 000117266122002308 |
| Q2 2022 | 257 | 382,437 | ABOT, VGSH, IEI, SHY | 13F-HR | 8/8/2022 | 000117266122001733 |
| Q1 2022 | 255 | 461,476 | ABOT, IEI, ABFL, ABLD | 13F-HR | 5/16/2022 | 000117266122001412 |
| Q4 2021 | 256 | 591,577 | SHYG, BKLN, SRLN, FTSL | 13F-HR | 2/11/2022 | 000117266122000352 |
| Q3 2021 | 199 | 516,388 | SHYG, PSK, ABOT, USHY | 13F-HR | 11/15/2021 | 000117266121002281 |
| Q2 2021 | 198 | 535,141 | SHYG, PSK, HYG, USHY | 13F-HR | 8/16/2021 | 000117266121001771 |
| Q1 2021 | 208 | 515,091 | SHYG, PSK, HYG, HYLB | 13F-HR | 5/14/2021 | 000117266121001150 |
| Q4 2020 | 246 | 517,598 | SHYG, HYG, PSK, HYLB | 13F-HR | 2/9/2021 | 000117266121000293 |
| Q3 2020 | 117 | 364,856 | JPST, LQD, SHYG, QUAL | 13F-HR | 11/16/2020 | 000117266120002216 |
| Q2 2020 | 62 | 383,284 | JPST, SHY, LQD, QUAL | 13F-HR | 8/10/2020 | 000117266120001619 |
| Q1 2020 | 59 | 443,513 | BIL, SHY, VGSH, SCHO | 13F-HR | 5/12/2020 | 000117266120001190 |
| Q4 2019 | 151 | 644,922 | NEAR, EMB, SHYG, PFF | 13F-HR | 1/27/2020 | 000117266120000251 |
| Q3 2019 | 155 | 702,540 | NEAR, QUAL, EMB, PFF | 13F-HR | 10/29/2019 | 000117266119002071 |
| Q2 2019 | 159 | 854,517 | NEAR, QUAL, PFF, SHYG | 13F-HR | 7/23/2019 | 000117266119001569 |
| Q1 2019 | 123 | 1,005,296 | SHY, NEAR, SCHO, VGSH | 13F-HR | 4/12/2019 | 000117266119001060 |
| Q4 2018 | 31 | 1,113,439 | SHY, SCHO, VGSH, NEAR | 13F-HR | 1/24/2019 | 000117266119000242 |
| Q3 2018 | 170 | 1,282,061 | IJS, IHI, EMB, IEF | 13F-HR | 10/26/2018 | 000117266118001889 |
| Q2 2018 | 151 | 1,210,255 | SHY, EMB, PFF, IEMG | 13F-HR | 7/26/2018 | 000117266118001428 |
| Q1 2018 | 142 | 1,152,881 | SHY, KSS, TGT, STX | 13F-HR | 5/3/2018 | 000117266118000992 |
| Q4 2017 | 113 | 1,320,442 | IEMG, EMB, PFF, HYG | 13F-HR | 2/13/2018 | 000117266118000432 |
| Q3 2017 | 84 | 948,844 | SHY, TROW, T, VLO | 13F-HR | 11/14/2017 | 000140508617000225 |
| Q2 2017 | 87 | 881,254 | SHY, KO, PPL, SPLS | 13F-HR | 9/12/2017 | 000140508617000199 |