$1.67 Billion is the total value of Sage Advisory Services, Ltd.Co.'s 26 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFF | Exit | ISH (PFF) PREF STK INDXetf | $0 | – | -41,050 | -100.0% | -0.20% | – |
| HYG | Exit | ISHARES IBOXX HIetf | $0 | – | -25,740 | -100.0% | -0.30% | – |
| VWO | Exit | VAN (VWO) FTSE EMRG MKTS EQTYetf | $0 | – | -660,671 | -100.0% | -3.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISH (MBB) MBS BOND FD | 45 | Q2 2024 | 12.9% |
| ISH (IEF) BARCLAYS 7-10YR TSY | 38 | Q2 2024 | 4.9% |
| ISH (IGSB) 1-5 YEAR CREDIT | 37 | Q2 2024 | 5.8% |
| ISH (IGIB) INT CREDIT | 37 | Q2 2024 | 9.0% |
| ISH (TLT) 20+ YEAR TREAS | 34 | Q2 2024 | 1.5% |
| ISH (IGLB) 10 PLUS YEAR CREDIT | 33 | Q2 2024 | 4.0% |
| SPDR (SPY) S&P 500 | 32 | Q1 2024 | 34.3% |
| ISH (IVV) S&P500 CORE | 31 | Q2 2024 | 23.8% |
| ISH (IEFA) CORE EAFE | 31 | Q2 2024 | 16.4% |
| ISH (ESGD) MSCI EAFE | 29 | Q2 2024 | 0.4% |
View Sage Advisory Services, Ltd.Co.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-04 |
View Sage Advisory Services, Ltd.Co.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.