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SPDR Barclays Capital Aggregate Bo shares owned by Windward Private Wealth Management

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

Historical chart of Windward Private Wealth 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 Windward Private Wealth Management 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 Windward Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $286k 11k 25.64
2022-09-30 $385k 15k 24.92
2021-12-31 $294k 9.9k 29.59
2021-09-30 $297k 9.9k 29.89
2021-06-30 $298k 9.9k 30.00
2021-03-31 $295k 9.9k 29.69

More positions owned by Windward Private Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Total (IXUS)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Windward Private Wealth Management

Top funds holding SPDR Barclays Capital Aggregate Bo

CWM
HPM Partners
CliftonLarsonAllen Wealth Advisors
RiverFront Investment Group
Private Advisor
Wealth Enhancement Advisory Services
Gradient Investments
Wealthsource Partners
Advisor Group Holdings
Huntington Asset Advisors
Syon Capital
Baker Avenue Asset Management
Good Life Advisors
KWB Wealth
McNamara Financial Services

View all funds holding SPDR Barclays Capital Aggregate Bo