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SPDR Barclays Capital Aggregate Bo shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth 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 TRUE Private Wealth 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 148k 25.85
2025-06-30 $3.7M 143k 25.60
2025-03-31 $3.1M 120k 25.54
2024-12-31 $2.1M 83k 24.99

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Euro (IEUR)
First Tr Exchange-traded SHS (FDL)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Barclays Bank Ipath S&p 500 Sh (VXX)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)

View all positions for TRUE Private Wealth 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