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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of SPDR Barclay Cp Intr Trm Cr Bd (SPIB) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $195k 5.9k 32.83
2021-12-31 $684k 19k 36.13
2021-09-30 $494k 14k 36.55
2021-06-30 $501k 14k 36.68
2021-03-31 $495k 14k 36.24
2020-12-31 $509k 14k 37.16
2020-09-30 $563k 15k 36.79
2020-06-30 $559k 15k 36.50

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

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