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SPDR Barclay Cp Intr Trm Cr Bd shares owned by TrueWealth Advisors

Quarter-by-quarter ownership of SPDR Barclay Cp Intr Trm Cr Bd (SPIB) shares owned by TrueWealth Advisors from 13F filings

Historical chart of TrueWealth Advisors investment in SPDR Barclay Cp Intr Trm Cr Bd

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclay Cp Intr Trm Cr Bd held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclay Cp Intr Trm Cr Bd by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 82k 32.69
2023-12-31 $3.0M 92k 32.83
2023-09-30 $3.1M 98k 31.45
2023-06-30 $3.0M 93k 32.11
2023-03-31 $2.3M 71k 32.49
2022-12-31 $1.7M 53k 31.83
2022-09-30 $1.2M 38k 31.33
2022-06-30 $218k 6.7k 32.65

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Intl Div Grwth (IGRO)
Servisfirst Bancshares (SFBS)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Etf Ser Solutions Aptus Enhanced (JUCY)
Etf Ser Solutions Aptus Defined (DRSK)

View all positions for TrueWealth Advisors

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

Charles Schwab Investment Management
LPL Financial
Charles Schwab Investment Advisory
Wells Fargo & Company
Envestnet Asset Management
Creative Planning
Financial Gravity Wealth
D.A. Davidson & Co.
Point72 Asset Management
CliftonLarsonAllen Wealth Advisors
Assetmark
State of New Jersey Common Pension Fund D
Ge Investment Management Corp.
Morgan Stanley
Mission Wealth Management

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd