Bradley Mark J. current holdings: USA ETF
Bradley Mark J. reported $0.00 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 2 positions, in its Form 13F for the quarter ended 2023-06-30; the largest are BIV, AGG.
- BIV: Country of operation —; Class Fixed Income ETF; Shares 7,158; Value $538,496.
- AGG: Country of operation —; Class Fixed Income ETF; Shares 3,289; Value $322,158.
Form 13F-HR as filed (SEC CIK 1846333): quarter ended 2023-06-30, filed 2023-08-07. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|
| BIV VANGUARD INTERMEDIATE TERM BOND ETF | Fixed Income ETF | 7,158 | $538,496 | 2023-06-30 | 2023-08-07 | ||
| AGG ISHARES CORE TOTAL US AGG BOND ETF | Fixed Income ETF | 3,289 | $322,158 | 2023-06-30 | 2023-08-07 |
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