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

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

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $643k 20k 31.83
2022-09-30 $340k 11k 31.33
2022-06-30 $430k 13k 32.63
2022-03-31 $488k 14k 34.16
2021-09-30 $753k 21k 36.53
2021-06-30 $1.1M 30k 36.71

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for Heritage Wealth Management

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
State of New Jersey Common Pension Fund D
CliftonLarsonAllen Wealth Advisors
Ge Investment Management Corp.
Jane Street
HighTower Advisors
Eastern Bank
Buckingham Capital Management
Capital Advisors
Mission Wealth Management

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd