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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
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

Caribou Biosciences (CRBU)
Ishares Tr Shrt Nat Mun Etf (SUB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Vaneck Etf Trust Long Muni Etf (MLN)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares U S Etf Tr Blackrock Short (MEAR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
UnitedHealth (UNH)

View all positions for Elmwood Wealth Management

Top funds holding SPDR Barclays Capital Short Term Int ETF

Mercer Global Advisors
Checchi Capital Advisers
Quent Capital
Financial Management Professionals
Walkner Condon Financial Advisors
Royal Bank of Canada
Creative Planning
Commonwealth Equity Services
Elmwood Wealth Management
Proequities
Advisor Group Holdings
Legacy Wealth Asset Management
Lunt Capital Management
Towneley Capital Management, Inc / DE
Windham Capital Management

View all funds holding SPDR Barclays Capital Short Term Int ETF