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Spdr Ser Tr 1 3 hgh yield shares owned by Pearl Planning

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

Historical chart of Pearl Planning 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 Pearl Planning 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 Pearl Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 34k 91.64

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Esg Us Stk Etf (ESGV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Small Mid Cap (TMSL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (BIL)

View all positions for Pearl Planning

Top funds holding Spdr Ser Tr 1 3 hgh yield

LPL Financial
UBS Group
Wells Fargo & Company
Capital Wealth Planning
Stifel Financial
AQR Capital Management
CI Private Wealth
Raymond James Financial
Ieq Capital
Captrust Financial Advisors
Capital Research and Management Company - Division 3
Envestnet Asset Management
Cetera Investment Advisers
Banco Bilbao Vizcaya Argentaria
Cambridge Investment Research Advisors

View all funds holding Spdr Ser Tr 1 3 hgh yield