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Spdr Ser Tr barc 1-10yrtip shares owned by ValMark Advisers

Quarter-by-quarter ownership of Spdr Ser Tr barc 1-10yrtip (TIPX) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Spdr Ser Tr barc 1-10yrtip

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All positions including Spdr Ser Tr barc 1-10yrtip held by ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $693k 37k 18.59
2023-09-30 $1.4M 76k 18.08
2023-06-30 $1.3M 72k 18.46
2023-03-31 $1.0M 54k 19.03
2022-12-31 $726k 39k 18.45
2022-09-30 $668k 37k 18.21

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Spdr Ser Tr barc 1-10yrtip

Bank of America Corporation
D. J. St. Germain
Brio Consultants
Assetmark
Krasney Financial
Envestnet Portfolio Solutions
Alesco Advisors
Continuum Advisory
Aspire Private Capital
Advisor Group Holdings
Treasure Coast Financial Planning
Pinnacle Wealth Planning Services
Cambridge Investment Research Advisors
Certified Advisory Corp
AE Wealth Management

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