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SPDR Barclays Capital Aggregate Bo shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision Wealth Group 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 Shared Vision Wealth Group 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $874k 34k 25.52

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Shared Vision Wealth Group

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo