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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in SPDR Barclays Cptl Shrt Term Corp Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Cptl Shrt Term Corp Bd ETF 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 Barclays Cptl Shrt Term Corp Bd ETF by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 51k 29.78
2021-12-31 $1.7M 54k 30.97
2021-09-30 $1.7M 53k 31.26
2021-06-30 $1.6M 52k 31.30
2021-03-31 $1.7M 53k 31.32
2020-12-31 $1.7M 55k 31.41
2020-09-30 $1.7M 55k 31.38
2020-06-30 $1.7M 56k 31.35

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 Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
Jpmorgan Chase & Co
ValMark Advisers
Bank of America Corporation
Baird Financial
Fisher Investments
Huntington National Bank
Tiaa Trust, National Association
RiverFront Investment Group
Wells Fargo & Company
UBS Group
Litman Gregory Asset Management
Goldman Sachs Group
MCF Advisors
Pnc Financial Services

View all funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF