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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Dynamic Wealth Strategies

Quarter-by-quarter ownership of SPDR Barclay Cp Intr Trm Cr Bd (SPIB) shares owned by Dynamic Wealth Strategies from 13F filings

Historical chart of Dynamic Wealth Strategies investment in SPDR Barclay Cp Intr Trm Cr Bd

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclay Cp Intr Trm Cr Bd held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclay Cp Intr Trm Cr Bd by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.6M 80k 32.56
2024-03-31 $1.9M 58k 32.70

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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)

View all positions for Dynamic Wealth Strategies

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

Charles Schwab Investment Management
LPL Financial
Envestnet Asset Management
Creative Planning
Wells Fargo & Company
D.A. Davidson & Co.
Morgan Stanley
Point72 Asset Management
CliftonLarsonAllen Wealth Advisors
Assetmark
Mission Wealth Management
Buckingham Capital Management
HighTower Advisors
True Link Financial Advisors
State of New Jersey Common Pension Fund D

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd