Forbes Financial Planning »

SPDR Barclay Cp Intr Trm Cr Bd shares owned by Forbes Financial Planning

Quarter-by-quarter ownership of SPDR Barclay Cp Intr Trm Cr Bd (SPIB) shares owned by Forbes Financial Planning from 13F filings

Historical chart of Forbes Financial Planning 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 Forbes Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclay Cp Intr Trm Cr Bd by Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.8M 179k 32.69
2023-09-30 $4.4M 141k 31.45
2023-06-30 $4.3M 133k 32.11
2023-03-31 $4.3M 133k 32.49

More positions owned by Forbes Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Ser Tr S&p Divid Etf (SDY)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Forbes Financial Planning

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