TB

Transamerica BlackRock iShares Tactical - Balanced VP

Mutual Fund
Transamerica BlackRock iShares Tactical - Balanced VP
Last update 2025-02-26 13 Stocks (1 new)
Value $326.00 Mil Turnover 4 %
Countries:
Top Holdings: SHV(21.04%)IVV(19.38%)ITOT(17.42%)AGG(11.57%)USIG(11.25%)
Summary Stock Picks Current Portfolio
Transamerica BlackRock iShares... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SHV 		iShares Short Treasury Bond ETF
622,982
68,596.6
+17.55%
21.040
+3.14%
0.350
+1.01%
+1.80%
20,336.3
 
IVV 		iShares Core S&P 500 ETF
107,337
63,187.2
-18.51%
19.380
-4.06%
0.010
+7.79%
+3.17%
594,672.1
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
441,464
56,781.1
0%
17.420
0%
0.090
+8.08%
+2.74%
68,856.7
 
AGG 		iShares Core U.S. Aggregate Bond ETF
389,391
37,732.0
-25.69%
11.570
-3.93%
0.030
-0.29%
+2.34%
125,235.6
 
USIG 		iShares U.S. Credit Bond ETF
729,115
36,659.9
-1.90%
11.250
-0.21%
0.300
+0.20%
+2.52%
13,726.5
 
EFA 		iShares MSCI EAFE ETF
213,767
16,162.9
+7.81%
4.960
+0.36%
0.030
+8.90%
+18.74%
63,938.3
 
IEFA 		iShares Core MSCI EAFE ETF
221,933
15,597.5
+2.74%
4.780
+0.13%
0.010
+9.27%
+18.80%
141,136.8
 
EEM 		iShares MSCI Emerging Markets ETF
192,630
8,055.8
+9.99%
2.470
+0.22%
0.050
+9.82%
+13.87%
17,935.7
 
USHY 		iShares Broad USD High Yield Corporate Bond ETF
194,208
7,144.9
0%
2.190
0%
0.040
+1.89%
+3.48%
22,852.4
 
IEMG 		iShares Core MSCI Emerging Markets ETF
125,420
6,549.4
-9.73%
2.010
-0.22%
0.010
+10.52%
+13.53%
91,481.8
 

Transamerica BlackRock iShares Tactical - Balanced VP's Historical Top Holdings Breakdowns

Transamerica BlackRock iShares Tactical - Balanced VP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2024-12-31Reduce
-4.06%
●
570.51 ($592.23) 610.83
$605.45
2.23%
Reduce -18.51%
107,337
-24,379
AGG 		iShares Core U.S. Aggregate Bond ETF2024-12-31Reduce
-3.93%
●
96.64 ($98.45) 101.02
$97.57
-0.89%
Reduce -25.69%
389,391
-134,594
SHV 		iShares Short Treasury Bond ETF2024-12-31Add
+3.14%
●
109.92 ($110.28) 110.57
$110.16
-0.11%
Add 17.55%
622,982
93,022
TLT 		iShares 20+ Year Treasury Bond ETF2024-12-31New Buy
+0.62%
●
87.1 ($91.94) 97.66
$85.71
-6.78%
New holding
23,240
23,240
EFA 		iShares MSCI EAFE ETF2024-12-31Add
+0.36%
●
75.1 ($79.14) 82.84
$89.78
13.44%
Add 7.81%
213,767
15,478
EEM 		iShares MSCI Emerging Markets ETF2024-12-31Add
+0.22%
●
41.82 ($44.28) 47.36
$47.62
7.54%
Add 9.99%
192,630
17,500
IEMG 		iShares Core MSCI Emerging Markets ETF2024-12-31Reduce
-0.22%
●
52.22 ($55.34) 58.91
$59.28
7.13%
Reduce -9.73%
125,420
-13,520
USIG 		iShares U.S. Credit Bond ETF2024-12-31Reduce
-0.21%
●
50.14 ($51.2) 52.48
$50.56
-1.24%
Reduce -1.9%
729,115
-14,130
IEFA 		iShares Core MSCI EAFE ETF2024-12-31Add
+0.13%
●
69.87 ($73.71) 77.25
$83.49
13.27%
Add 2.74%
221,933
5,915
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Reduce
-3.77%
●
96.25 ($99.77) 101.98
$97.57
-2.21%
Reduce -20.4%
523,985
-134,319

Transamerica BlackRock iShares Tactical - Balanced VP Total Holding History ($B)

To

Transamerica BlackRock iShares Tactical - Balanced VP's Asset Allocation

To

Transamerica BlackRock iShares Tactical - Balanced VP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Transamerica BlackRock iShares Tactical - Balanced VP's Hypothetical Growth since 2024-12-31

Transamerica BlackRock iShares Tactical - Balanced VP's Yearly Returns

Year Portfolio % % Excess Gain %

Transamerica BlackRock iShares Tactical - Balanced VP's Holdings Heat Map

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Transamerica BlackRock iShares Tactical - Balanced VP's Holdings Bubble Chart

Transamerica BlackRock iShares Tactical - Balanced VP News

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