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Spdr Ser Tr barc 1-10yrtip shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Spdr Ser Tr barc 1-10yrtip (TIPX) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Spdr Ser Tr barc 1-10yrtip

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All positions including Spdr Ser Tr barc 1-10yrtip held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr barc 1-10yrtip by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $34k 1.7k 19.29
2025-06-30 $34k 1.7k 19.14
2025-03-31 $34k 1.7k 19.19

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

Top funds holding Spdr Ser Tr barc 1-10yrtip

State Street Corporation
LPL Financial
D. J. St. Germain
Brio Consultants
Envestnet Asset Management
Goldman Sachs Group
Envestnet Portfolio Solutions
Security National Bank
Treasure Coast Financial Planning
AllGen Financial Advisors
Sonoma Allocations
Assetmark
Elevation Capital Advisory
Alesco Advisors
Aspire Private Capital

View all funds holding Spdr Ser Tr barc 1-10yrtip