The Analysis of Sage Advisory Services, Ltd.Co.'s Holdings
Currently, Sage Advisory Services, Ltd.Co. holds 44 types of securities in its portfolio with a total value $190.7M. In the most recent quarter, they have increased their positions in JMBS (+176.3K shares, valued at $8.1M), CARY (+260.8K shares, valued at $5.5M), IHF (+93.9K shares, valued at $4.6M); decreased their positions in MBB (-181.1K shares, valued at $17.2M), IEFA (-44.3K shares, valued at $3.9M), IVV (-892 shares, valued at $597.0K); initiated new positions in CARY (+260.8K shares, valued at $5.5M), IHF (+93.9K shares, valued at $4.6M), HYFI (+7.4K shares, valued at $281.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYG SPDR SERIES TRUST187.1K shares0.27%2025-09-302025-11-06
IVV ISHARES TR25.4K shares-3.39%2025-09-302025-11-06 IEFA ISHARES TR137.3K shares-24.41%2025-09-302025-11-06 PSK SPDR SERIES TRUST362.5K shares9.34%2025-09-302025-11-06 FLBL FRANKLIN TEMPLETON ETF TR390.6K shares5.16%2025-09-302025-11-06 USHY ISHARES TR245.0K shares2.74%2025-09-302025-11-06 JMBS JANUS DETROIT STR TR187.5K shares1572.69%2025-09-302025-11-06 SPDW SPDR INDEX SHS FDS190.6K shares-3.37%2025-09-302025-11-06 QUAL ISHARES TR38.1K shares-0.51%2025-09-302025-11-06 IJR ISHARES TR60.9K shares92.18%2025-09-302025-11-06 IGV ISHARES TR57.7K shares1.48%2025-09-302025-11-06 JSI JANUS DETROIT STR TR111.0K shares152.57%2025-09-302025-11-06 SRLN SSGA ACTIVE ETF TR136.9K shares4.77%2025-09-302025-11-06 IEMG ISHARES INC85.8K shares-3.42%2025-09-302025-11-06 SHYG ISHARES TR126.4K shares1.59%2025-09-302025-11-06 CARY ANGEL OAK FUNDS TRUST260.8K sharesnew addition2025-09-302025-11-06 IHF ISHARES TR93.9K sharesnew addition2025-09-302025-11-06 JQUA J P MORGAN EXCHANGE TRADED F73.1K shares-5.62%2025-09-302025-11-06 IEF ISHARES TR42.9K shares1.36%2025-09-302025-11-06 JAAA JANUS DETROIT STR TR75.6K shares5.52%2025-09-302025-11-06 VLUE ISHARES TR30.2K shares-5.85%2025-09-302025-11-06 EEMA ISHARES INC32.0K shares-2.08%2025-09-302025-11-06 JPST J P MORGAN EXCHANGE TRADED F54.7K shares10.89%2025-09-302025-11-06 GSY INVESCO ACTIVELY MANAGED EXC50.7K shares-0.16%2025-09-302025-11-06 IGSB ISHARES TR42.8K shares-9.57%2025-09-302025-11-06 ESGD ISHARES TR15.4K shares-0.07%2025-09-302025-11-06 MBB ISHARES TR14.1K shares-92.78%2025-09-302025-11-06 SHV ISHARES TR12.1K shares0.00%2025-09-302025-11-06 EMLC VANECK ETF TRUST51.5K shares-0.18%2025-09-302025-11-06 HYEM VANECK ETF TRUST44.3K shares0.00%2025-09-302025-11-06 VOTE TCW ETF TRUST10.5K shares-1.55%2025-09-302025-11-06 TLT ISHARES TR8.7K shares-23.24%2025-09-302025-11-06 ESGV VANGUARD WORLD FD6.5K shares-1.74%2025-09-302025-11-06 EFIV SPDR SERIES TRUST12.0K shares-1.48%2025-09-302025-11-06 IGIB ISHARES TR12.8K shares-23.97%2025-09-302025-11-06 NULV NUSHARES ETF TR14.7K shares0.00%2025-09-302025-11-06 NUSC NUSHARES ETF TR13.0K shares-0.95%2025-09-302025-11-06 ESGE ISHARES INC12.3K shares-1.16%2025-09-302025-11-06 SPYD SPDR SERIES TRUST10.5K shares0.85%2025-09-302025-11-06 EMB ISHARES TR4.7K shares-12.80%2025-09-302025-11-06 IGLB ISHARES TR6.5K shares-15.36%2025-09-302025-11-06 HYFI AB ACTIVE ETFS INC7.4K sharesnew addition2025-09-302025-11-06 DIVO AMPLIFY ETF TR5.3K shares-1.39%2025-09-302025-11-06 JEPI J P MORGAN EXCHANGE TRADED F4.1K shares2.40%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available