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SPDR Barclays Capital Aggregate Bo shares owned by Bull Oak Capital

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

Historical chart of Bull Oak Capital 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 Bull Oak Capital 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 Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 528k 25.28
2023-12-31 $5.0M 194k 25.64
2023-09-30 $13M 512k 24.34
2023-06-30 $12M 490k 25.37
2023-03-31 $11M 426k 25.79
2022-12-31 $11M 445k 25.13
2022-03-31 $6.6M 239k 27.79
2021-12-31 $5.6M 188k 29.62

More positions owned by Bull Oak Capital

Ishares Core S&p 500 Etf Etf (IVV)
American Century Etf Trust Avantis U S Equity Etf Etf (AVUS)
Ishares Trust Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Tr Core Msci Eafe Etf Etf (IEFA)
Spdr Series Trust Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Spdr Series Trust Spdr Portfolio S&p 500 Etf Etf (SPLG)
American Century Etf Trust Avantis U S Small Cap Value Etf Etf (AVUV)
Ishares Trust Ishares U S Treasury Bond Etf Etf (GOVT)
Vanguard Index Funds Vanguard Mid-cap Etf Etf (VO)
Alpha Architect Etf Tr Freedom 100 Emerging Markets Etf Etf (FRDM)
Vanguard Short Term Bond Etf Etf (BSV)
American Century Etf Trust Avantis International Small Cap Value Etf Etf (AVDV)
Proshares Trust Proshares Bitcoin Strategy Etf Etf (BITO)
Intuit Equity (INTU)
Microsoft Corp Equity (MSFT)

View all positions for Bull Oak Capital

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo