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Spdr Ser Tr 1 3 hgh yield shares owned by Joel Adams & Associates

Quarter-by-quarter ownership of Spdr Ser Tr 1 3 hgh yield (BIL) shares owned by Joel Adams & Associates from 13F filings

Historical chart of Joel Adams & Associates investment in Spdr Ser Tr 1 3 hgh yield

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All positions including Spdr Ser Tr 1 3 hgh yield held by Joel Adams & Associates 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 Joel Adams & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 12k 91.75
2025-06-30 $1.4M 15k 91.73
2025-03-31 $1.5M 16k 91.73
2024-12-31 $1.1M 13k 91.43

More positions owned by Joel Adams & Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Broad Usd High (USHY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Joel Adams & Associates

Top funds holding Spdr Ser Tr 1 3 hgh yield

Morgan Stanley
LPL Financial
Royal Bank of Canada
UBS Group
Wells Fargo & Company
Stifel Financial
Capital Wealth Planning
Envestnet Asset Management
AQR Capital Management
Raymond James Financial
Captrust Financial Advisors
Ieq Capital
Capital Research and Management Company - Division 3
CWM
Branch Banking & Trust Company

View all funds holding Spdr Ser Tr 1 3 hgh yield