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Spdr Ser Tr 1 3 hgh yield shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $29M 312k 91.75
2025-03-31 $637k 6.9k 91.73

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

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