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SPDR Barclay Cp Intr Trm Cr Bd shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors 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 EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 140k 32.83
2023-09-30 $159k 5.0k 31.45
2022-06-30 $183k 5.6k 32.59
2022-03-31 $405k 12k 34.17
2021-12-31 $436k 12k 36.19
2021-09-30 $732k 20k 36.51
2021-06-30 $501k 14k 36.69
2017-03-31 $307k 9.0k 34.11
2015-12-31 $341k 10k 33.40

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Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

Charles Schwab Investment Management
Charles Schwab Investment Advisory
Creative Planning
Financial Gravity Wealth
D.A. Davidson & Co.
Wells Fargo & Company
CliftonLarsonAllen Wealth Advisors
State of New Jersey Common Pension Fund D
Ge Investment Management Corp.
Mission Wealth Management
Jane Street
HighTower Advisors
Eastern Bank
Buckingham Capital Management
Capital Advisors

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd