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Sierra Tactical Bond Cl Insti Mf shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Sierra Tactical Bond Cl Insti Mf (STBJX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Sierra Tactical Bond Cl Insti Mf

Tip: Access up to 7 years of quarterly data

All positions including Sierra Tactical Bond Cl Insti Mf held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sierra Tactical Bond Cl Insti Mf by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $423k 17k 25.16
2025-03-31 $429k 16k 26.22
2024-03-31 $27k 1.0k 26.15
2023-12-31 $27k 1.0k 26.08
2023-09-30 $119k 4.8k 24.88
2023-06-30 $63k 26 2409.73
2023-03-31 $3.5k 26 135.27

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Spdr Series Trust Uit Exchange Traded (SPIB)
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Spdr Series Trust Uit Exchange Traded (SPMD)
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Spdr Series Trust Uit Exchange Traded (SPYD)
Spdr Series Trust Uit Exchange Traded (SPBO)
Tesla Common Stock (TSLA)

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