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SPDR Barclays Capital Aggregate Bo shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies 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 Dynamic Wealth Strategies 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 Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.9k 384 25.85
2025-06-30 $9.8k 384 25.60
2025-03-31 $9.8k 384 25.54
2024-09-30 $16k 598 26.76
2024-06-30 $15k 598 25.08
2024-03-31 $15k 598 25.08

More positions owned by Dynamic Wealth Strategies

Ishares Tr Xpnd Tec Sc Etf (IGM)
Vanguard Bd Index Fds Otal Bnd Mrkt (BND)
Vanguard Index Fds Alue Etf (VTV)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Nter Term Treas (VGIT)
Vanguard Scottsdale Fds Tg-bkd Secs Etf (VMBS)
Invesco Exchange Traded Fd T &p500 Quality (SPHQ)
Ishares Tr Sci Eafe Etf (EFA)
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)
Spdr Series Trust Rtflo S&p500 Gw (SPYG)
Ishares Tr Afe Value Etf (EFV)
Ishares Sci Jpn Etf New (EWJ)
Goldman Sachs Etf Tr Ctivebeta Us Lg (GSLC)
Ishares Tr -10 Yr Trsy Bd (IEF)
Ishares Sci Emrg Chn (EMXC)

View all positions for Dynamic Wealth Strategies

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
CWM
CliftonLarsonAllen Wealth Advisors
HPM Partners
Envestnet Asset Management
State Street Corporation
RiverFront Investment Group
Horizon Investments
Exchange Traded Concepts
Advisor Group Holdings
Willow Creek Wealth Management
Gradient Investments
Tobias Financial Advisors
Wealth Enhancement Advisory Services
Baker Avenue Asset Management

View all funds holding SPDR Barclays Capital Aggregate Bo