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Spdr Ser Tr barc 1-10yrtip shares owned by West Wealth Group

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

Historical chart of West Wealth Group investment in Spdr Ser Tr barc 1-10yrtip

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr barc 1-10yrtip held by West Wealth Group 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $252k 14k 18.59
2023-09-30 $303k 17k 18.08
2023-06-30 $308k 17k 18.46

More positions owned by West Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for West Wealth Group

Top funds holding Spdr Ser Tr barc 1-10yrtip

Bank of America Corporation
Brio Consultants
D. J. St. Germain
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