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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of SPDR Barclay Cp Intr Trm Cr Bd (SPIB) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group 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 Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $200k 6.1k 32.69
2023-06-30 $203k 6.3k 32.11
2023-03-31 $210k 6.5k 32.49
2022-12-31 $523k 16k 31.83
2022-09-30 $672k 21k 31.34
2022-06-30 $1.4M 43k 32.62
2022-03-31 $1.9M 55k 34.15

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

Top funds holding SPDR Barclay Cp Intr Trm Cr Bd

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Envestnet Asset Management
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Financial Gravity Wealth
D.A. Davidson & Co.
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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