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SPDR Barclays Capital Short Term Int ETF shares owned by Elmwood Wealth Management

Quarter-by-quarter ownership of SPDR Barclays Capital Short Term Int ETF (BWZ) shares owned by Elmwood Wealth Management from 13F filings

Historical chart of Elmwood Wealth Management investment in SPDR Barclays Capital Short Term Int ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Short Term Int ETF held by Elmwood Wealth Management 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 Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 121k 27.54
2024-06-30 $3.3M 128k 25.64
2024-03-31 $3.3M 123k 26.36
2023-12-31 $2.1M 76k 27.40
2023-09-30 $3.0M 115k 25.77
2023-06-30 $3.2M 120k 26.72
2023-03-31 $3.3M 121k 27.27
2022-12-31 $3.1M 114k 27.06
2022-09-30 $2.9M 118k 24.99
2022-06-30 $2.5M 92k 26.95
2022-03-31 $2.6M 89k 29.11
2021-12-31 $1.4M 45k 30.39
2021-06-30 $1.9M 60k 31.76
2021-03-31 $1.8M 57k 31.50
2020-09-30 $1.1M 35k 30.51
2020-06-30 $1.1M 35k 30.51
2019-12-31 $927k 30k 30.88
2019-09-30 $963k 32k 30.30
2019-06-30 $867k 28k 31.07
2019-03-31 $632k 21k 30.56
2018-12-31 $555k 18k 30.71
2018-09-30 $704k 23k 31.17

More positions owned by Elmwood Wealth Management

Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ii Short Term Calif (CALY)
Ishares Tr Shrt Nat Mun Etf (SUB)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Caribou Biosciences (CRBU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Calif Mun Bd Etf (CMF)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)

View all positions for Elmwood Wealth Management

Top funds holding SPDR Barclays Capital Short Term Int ETF

Mercer Global Advisors
Quent Capital
Financial Management Professionals
Checchi Capital Advisers
Envestnet Asset Management
Walkner Condon Financial Advisors
Royal Bank of Canada
Elmwood Wealth Management
Commonwealth Equity Services
Creative Planning
Proequities
Advisor Group Holdings
Mml Investors Services
Susquehanna International
Legacy Wealth Asset Management

View all funds holding SPDR Barclays Capital Short Term Int ETF