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SPDR Barclays Capital Aggregate Bo shares owned by Zhang Financial

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

Historical chart of Zhang Financial 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 Zhang Financial 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 Zhang Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.8M 194k 24.99
2024-09-30 $5.3M 202k 26.14
2024-06-30 $4.3M 173k 25.09
2024-03-31 $4.2M 166k 25.28
2023-12-31 $2.1M 81k 25.64
2022-12-31 $209k 8.3k 25.13

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Dimensional Us Us Equity Etf (DFUS)
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Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Core Equity 2 (DFAC)
Ishares Core Core S&p Ttl Stk (ITOT)
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
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Stryker Corporation (SYK)
Vanguard Total Total Bnd Mrkt (BND)
Vanguard High High Div Yld (VYM)
Bny Mellon Us Lrg Cp Core (BKLC)
Microsoft Corporation (MSFT)

View all positions for Zhang Financial

Top funds holding SPDR Barclays Capital Aggregate Bo

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

View all funds holding SPDR Barclays Capital Aggregate Bo