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

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

Historical chart of Mission 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $105M 3.1M 33.71
2024-06-30 $96M 2.9M 32.56
2024-03-31 $91M 2.8M 32.69
2023-12-31 $64M 2.0M 32.83
2023-09-30 $55M 1.7M 31.45
2023-06-30 $49M 1.5M 32.11
2023-03-31 $45M 1.4M 32.49
2022-12-31 $41M 1.3M 31.83
2022-09-30 $47M 1.5M 31.32
2022-06-30 $49M 1.5M 32.63
2022-03-31 $54M 1.6M 34.15
2021-12-31 $60M 1.7M 36.15
2021-09-30 $58M 1.6M 36.52
2021-06-30 $56M 1.5M 36.70
2021-03-31 $54M 1.5M 36.25
2020-12-31 $49M 1.3M 37.18
2020-09-30 $46M 1.3M 36.76
2020-06-30 $39M 1.1M 36.53
2020-03-31 $33M 967k 34.01
2019-12-31 $34M 965k 35.31
2019-09-30 $33M 928k 35.28
2019-06-30 $31M 872k 34.93
2019-03-31 $30M 871k 34.17
2018-12-31 $28M 841k 33.04
2018-09-30 $27M 820k 33.30
2018-06-30 $26M 784k 33.29
2018-03-31 $25M 752k 33.54
2017-12-31 $45M 1.3M 34.22
2017-09-30 $43M 1.2M 34.51
2017-06-30 $40M 1.1M 34.41
2017-03-31 $37M 1.1M 34.13
2016-12-31 $34M 1.0M 33.91
2016-09-30 $33M 935k 34.91
2016-06-30 $29M 823k 34.89
2016-03-31 $17M 482k 34.27
2015-12-31 $14M 429k 33.43
2015-09-30 $12M 365k 33.95
2015-06-30 $12M 355k 34.54

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth Management

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