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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Wescott Financial Advisory Group

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

Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group 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 Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $207k 6.1k 33.71
2024-03-31 $200k 6.1k 32.69
2023-06-30 $203k 6.3k 32.11
2023-03-31 $210k 6.5k 32.49
2022-12-31 $523k 16k 31.83
2022-09-30 $672k 21k 31.34
2022-06-30 $1.4M 43k 32.62
2022-03-31 $1.9M 55k 34.15

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

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