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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Burt Wealth Advisors

Quarter-by-quarter ownership of SPDR Barclay Cp Intr Trm Cr Bd (SPIB) shares owned by Burt Wealth Advisors from 13F filings

Historical chart of Burt Wealth Advisors investment in SPDR Barclay Cp Intr Trm Cr Bd

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclay Cp Intr Trm Cr Bd held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclay Cp Intr Trm Cr Bd by Burt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $25M 777k 32.69
2023-12-31 $24M 731k 32.83
2023-09-30 $22M 700k 31.45
2023-06-30 $22M 680k 32.11
2023-03-31 $21M 637k 32.49

More positions owned by Burt Wealth Advisors

Caci Intl Cl A (CACI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Msci Eafe Min Vl (EFAV)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)

View all positions for Burt Wealth Advisors

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

Charles Schwab Investment Management
Charles Schwab Investment Advisory
Creative Planning
Financial Gravity Wealth
D.A. Davidson & Co.
Wells Fargo & Company
State of New Jersey Common Pension Fund D
CliftonLarsonAllen Wealth Advisors
Ge Investment Management Corp.
Mission Wealth Management
Jane Street
HighTower Advisors
Eastern Bank
Buckingham Capital Management
Capital Advisors

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd