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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Legacy CG

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

Historical chart of Legacy CG investment in SPDR Barclay Cp Intr Trm Cr Bd

Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20251M2M3M4M50k100k150k
Value ($)Share countHistorical SPIB position of Legacy CG Source: stockzoa.comValue ($)Share count

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All positions including SPDR Barclay Cp Intr Trm Cr Bd held by Legacy CG 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 Legacy CG

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.7M 143k 32.76
2024-09-30 $3.8M 112k 33.71
2024-06-30 $3.1M 95k 32.56
2024-03-31 $804k 25k 32.69
2023-12-31 $1.0M 31k 32.83
2022-06-30 $1.2M 38k 32.63
2022-03-31 $913k 27k 34.15

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Principal Exchange Traded Prin U S Small (PSC)
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Ea Series Trust Argent Mid Cap (AMID)
Amazon (AMZN)
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Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)

View all positions for Legacy CG

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

Charles Schwab Investment Management
LPL Financial
Envestnet Asset Management
Creative Planning
Morgan Stanley
D.A. Davidson & Co.
Leucadia National Corporation
Assetmark
D. E. Shaw & Co
Wealth Management Nebraska
Wells Fargo & Company
Point72 Asset Management
State Street Corporation
CliftonLarsonAllen Wealth Advisors
CastleArk Management

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd