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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
2024-03-31 $15k 598 25.08

More positions owned by Dynamic Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Dynamic Wealth Strategies

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial
CWM
Envestnet Asset Management
CliftonLarsonAllen Wealth Advisors
HPM Partners
RiverFront Investment Group
State Street Corporation
Wealth Enhancement Advisory Services
Private Advisor
Gradient Investments
Wealthsource Partners
Huntington Asset Advisors
Advisor Group Holdings
Syon Capital
Equitable Holdings

View all funds holding SPDR Barclays Capital Aggregate Bo