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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
2024-03-31 $4.2M 166k 25.28
2023-12-31 $2.1M 81k 25.64
2022-12-31 $209k 8.3k 25.13

More positions owned by Zhang Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard S&p S&p 500 Etf Shs (VOO)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Small Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard High High Div Yld (VYM)
Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Vanguard Total Total Bnd Mrkt (BND)
Ishares Gold Ishares (IAU)

View all positions for Zhang Financial

Top funds holding SPDR Barclays Capital Aggregate Bo

CWM
HPM Partners
CliftonLarsonAllen Wealth Advisors
RiverFront Investment Group
Wealth Enhancement Advisory Services
Private Advisor
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