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SPDR Barclays Capital Short Term Int ETF shares owned by A. Montag and Associates

Quarter-by-quarter ownership of SPDR Barclays Capital Short Term Int ETF (BWZ) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in SPDR Barclays Capital Short Term Int ETF

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All positions including SPDR Barclays Capital Short Term Int ETF held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Short Term Int ETF by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $47k 1.7k 27.82
2025-06-30 $48k 1.7k 28.07
2025-03-31 $45k 1.7k 26.26

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

Top funds holding SPDR Barclays Capital Short Term Int ETF

Advisor Group Holdings
Congress Wealth Management LLC / DE /
Quent Capital
David R. Rahn Inc. dba Avalon Capital Management
Financial Management Professionals
Checchi Capital Advisers
Almanack Investment Partners
Laurel Wealth Planning
Empowered Funds
Master's Wealth Management
Clarity Asset Management
Walkner Condon Financial Advisors
Cresset Asset Management
UBS Group
Morgan Stanley

View all funds holding SPDR Barclays Capital Short Term Int ETF