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Investment Planning Advisors »

SPDR Barclays Capital Aggregate Bo shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors 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 Investment Planning Advisors 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 Investment Planning Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$305k	12k	25.85
2025-06-30	$291k	11k	25.60
2024-12-31	$251k	10k	24.99
2024-09-30	$7.7M	308k	25.09
2024-06-30	$7.7M	308k	25.09

More positions owned by Investment Planning Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)

Vanguard Index Fds Extend Mkt Etf (VXF)

Vanguard World Mega Cap Index (MGC)

Ea Series Trust Freedom 100 Em (FRDM)

Vanguard Malvern Fds Core Bd Etf (VCRB)

Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Capital Group Core Equity Et Shs Creation Uni (CGUS)

Blackrock Etf Trust Ii Ishares Flexible (BINC)

Vanguard Bd Index Fds Short Trm Bond (BSV)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

J P Morgan Exchange Traded F Equity Focus Etf (JPEF)

Spdr Series Trust Portfoli S&p1500 (SPTM)

View all positions for Investment Planning Advisors

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

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