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Spdr Ser Tr 1 3 hgh yield shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr 1 3 hgh yield (BIL) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Spdr Ser Tr 1 3 hgh yield

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr 1 3 hgh yield held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr 1 3 hgh yield by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $43M 471k 91.39
2023-09-30 $34M 366k 91.82
2023-06-30 $24M 5.1k 4775.12
2023-03-31 $0 103k 0.00
2022-12-31 $2.3M 25k 91.47

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Spdr Ser Tr 1 3 hgh yield

Bank of America Corporation
Wells Fargo & Company
UBS Group
Captrust Financial Advisors
Branch Banking & Trust Company
Advisor Group Holdings
Royal Bank of Canada
Capital Wealth Planning
Stifel Financial
Beacon Capital Management
AE Wealth Management
CWM
Eagle Capital Management
Howard Capital Management
Foundations Investment Advisors

View all funds holding Spdr Ser Tr 1 3 hgh yield