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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital 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 Trilogy Capital 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 Trilogy Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 54k 32.69
2023-12-31 $2.1M 65k 32.83
2023-09-30 $1.6M 52k 31.45
2023-06-30 $1.7M 53k 32.15
2023-03-31 $1.4M 42k 32.49
2022-12-31 $1.4M 45k 31.83
2022-09-30 $1.2M 37k 31.32
2022-06-30 $973k 30k 32.64
2022-03-31 $1.2M 35k 34.14
2020-09-30 $15M 413k 36.76
2020-06-30 $14M 380k 36.75
2020-03-31 $13M 375k 35.18
2019-12-31 $15M 430k 35.37
2019-09-30 $15M 421k 35.42
2019-06-30 $14M 405k 34.80
2019-03-31 $13M 390k 34.17
2018-12-31 $13M 389k 33.04
2018-09-30 $9.0k 267 33.71
2018-06-30 $9.0k 264 34.09

More positions owned by Trilogy Capital

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Intl Qulty Div (IQDG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Wisdomtree Tr Yield Enhancd Us (AGGY)

View all positions for Trilogy Capital

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

Charles Schwab Investment Management
LPL Financial
Charles Schwab Investment Advisory
Wells Fargo & Company
Envestnet Asset Management
Creative Planning
Financial Gravity Wealth
D.A. Davidson & Co.
Point72 Asset Management
CliftonLarsonAllen Wealth Advisors
Assetmark
State of New Jersey Common Pension Fund D
Ge Investment Management Corp.
Morgan Stanley
Mission Wealth Management

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd