LWMG »

SPDR Barclay Cp Intr Trm Cr Bd shares owned by LWMG

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

Historical chart of LWMG 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 LWMG 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 LWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $850k 25k 33.71
2024-06-30 $468k 14k 32.56
2024-03-31 $492k 15k 32.69
2023-12-31 $447k 14k 32.83
2023-09-30 $451k 14k 31.45
2023-06-30 $460k 14k 32.11
2023-03-31 $450k 14k 32.49
2022-12-31 $341k 11k 31.83

More positions owned by LWMG

Ishares Tr Core Div Grwth (DGRO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Tips Bd Etf (TIP)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
3M Company (MMM)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for LWMG

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

Charles Schwab Investment Management
LPL Financial
Envestnet Asset Management
Creative Planning
Wells Fargo & Company
D.A. Davidson & Co.
Morgan Stanley
Point72 Asset Management
CliftonLarsonAllen Wealth Advisors
Assetmark
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