Balanced Wealth Group »

SPDR Barclays Capital Aggregate Bo shares owned by Balanced Wealth Group

Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Balanced Wealth Group from 13F filings

Historical chart of Balanced Wealth Group investment in SPDR Barclays Capital Aggregate Bo

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Aggregate Bo held by Balanced Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 54k 25.64

More positions owned by Balanced Wealth Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Pfd And Incm Sec (PFF)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Balanced Wealth Group

Top funds holding SPDR Barclays Capital Aggregate Bo

CWM
CliftonLarsonAllen Wealth Advisors
HPM Partners
RiverFront Investment Group
Wealth Enhancement Advisory Services
Private Advisor
Gradient Investments
Wealthsource Partners
Advisor Group Holdings
Huntington Asset Advisors
Syon Capital
Tobias Financial Advisors
Baker Avenue Asset Management
Good Life Advisors
KWB Wealth

View all funds holding SPDR Barclays Capital Aggregate Bo