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SPDR Barclays Capital Aggregate Bo shares owned by Bernardo Wealth Planning

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

Historical chart of Bernardo Wealth Planning 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 Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $7.2M 296k 24.36

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mrngstr Mega Cap (MGK)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard World Mrngstr Val Etf (MGV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)

View all positions for Bernardo Wealth Planning

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
State Street Corporation
HPM Partners
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
Horizon Investments
Exchange Traded Concepts
RiverFront Investment Group
Bank of America Corporation
Toroso Investments
Willow Creek Wealth Management
Advisor Group Holdings
Tobias Financial Advisors
Baker Avenue Asset Management
Wealthcare Advisory Partners

View all funds holding SPDR Barclays Capital Aggregate Bo