WealthPlan Investment Management »

SPDR Barclays Capital Aggregate Bo shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 668k 26.14
2023-09-30 $14M 573k 24.34
2022-12-31 $14M 530k 25.55
2022-09-30 $14M 525k 25.77
2022-03-31 $14M 538k 26.71

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Div Grwth (DGRO)
Wal-Mart Stores (WMT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Costco Wholesale Corporation (COST)
Casey's General Stores (CASY)
Abbvie (ABBV)
Vaneck Etf Trust Clo Etf (CLOI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for WealthPlan Investment Management

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo