Wellington-altus Usa »

SPDR Barclay Cp Intr Trm Cr Bd shares owned by Wellington-altus Usa

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

Historical chart of Wellington-altus Usa investment in SPDR Barclay Cp Intr Trm Cr Bd

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All positions including SPDR Barclay Cp Intr Trm Cr Bd held by Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $159k 4.7k 33.54
2026-03-31 $159k 4.7k 33.46
2025-12-31 $1.6M 49k 33.81

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Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
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Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
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Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

LPL Financial
American Family Investments
Envestnet Asset Management
Municipal Employees' Retirement System of Michigan
Creative Planning
Charles Schwab Investment Management
Sixth Street Partners Management Company
D.A. Davidson & Co.
Wealth Management Nebraska
Warren Averett Asset Management
Morgan Stanley
Assetmark
Wells Fargo & Company
Raymond James Financial
CliftonLarsonAllen Wealth Advisors

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd