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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Geneos Wealth Management

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

Historical chart of Geneos Wealth Management 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 Geneos Wealth Management 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 Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 93k 32.56
2024-03-31 $3.0M 92k 32.69
2023-12-31 $2.8M 85k 32.83
2023-09-30 $2.3M 75k 31.45
2023-06-30 $2.1M 66k 32.11
2023-03-31 $1.4M 45k 32.49
2022-12-31 $1.3M 42k 31.83
2022-09-30 $1.2M 39k 31.30
2022-06-30 $1.4M 43k 32.80
2022-03-31 $1.2M 34k 34.14
2021-12-31 $1.1M 31k 36.13
2021-09-30 $956k 26k 36.58
2021-06-30 $832k 23k 36.65
2021-03-31 $1.3M 36k 36.45
2020-12-31 $628k 32k 19.82
2020-09-30 $555k 15k 36.62
2020-06-30 $533k 15k 36.35
2020-03-31 $435k 13k 33.61
2019-12-31 $5.0M 143k 35.31
2019-09-30 $5.1M 146k 35.20
2019-06-30 $5.0M 143k 34.93
2019-03-31 $3.3M 96k 34.16
2018-12-31 $3.1M 93k 32.98
2018-09-30 $3.1M 93k 33.30
2018-06-30 $394k 12k 33.27
2018-03-31 $392k 12k 33.52
2017-12-31 $358k 11k 34.13
2017-09-30 $236k 6.8k 34.46
2017-06-30 $235k 6.8k 34.31
2017-03-31 $203k 5.9k 34.12
2016-12-31 $204k 6.0k 33.88
2016-09-30 $210k 6.0k 34.87
2016-06-30 $221k 6.4k 34.77
2016-03-31 $274k 8.0k 34.19

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

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D.A. Davidson & Co.
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CliftonLarsonAllen Wealth Advisors
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Mission Wealth Management
Buckingham Capital Management
D. E. Shaw & Co
HighTower Advisors
State of New Jersey Common Pension Fund D

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd