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Holdings

MISSION WEALTH MANAGEMENT, LP > ITR

DateNameTickerSharesChangeValueChangePrice
06/30/2023SPDR Barclays Intermediate Term Corporate Bond ETFITR1,529,73232,07349,119,692,00049,070,823,000$32,110.00
06/30/2022SPDR Barclays Intermediate Term Corporate Bond ETFITR1,497,659-161,23348,869,000-11,100,000$32.63
12/31/2021SPDR Barclays Intermediate Term Corporate Bond ETFITR1,658,89260,41359,969,0001,593,000$36.15
09/30/2021SPDR Barclays Intermediate Term Corporate Bond ETFITR1,598,479117,30358,376,0004,683,000$36.52
03/31/2021SPDR Barclays Intermediate Term Corporate Bond ETFITR1,481,176152,09953,693,0004,278,000$36.25
12/31/2020SPDR Barclays Intermediate Term Corporate Bond ETFITR1,329,07778,80949,415,0003,455,000$37.18
09/30/2020SPDR Barclays Intermediate Term Corporate Bond ETFITR1,250,268182,59745,960,0006,958,000$36.76
06/30/2020SPDR Barclays Intermediate Term Corporate Bond ETFITR1,067,671100,65839,002,0006,114,000$36.53
03/31/2020SPDR Barclays Intermediate Term Corporate Bond ETFITR967,0132,12132,888,000-1,182,000$34.01
12/31/2019SPDR Barclays Intermediate Term Corporate Bond ETFITR964,89237,09534,070,0001,337,000$35.31
09/30/2019SPDR Barclays Intermediate Term Corporate Bond ETFITR927,79755,75132,733,0002,273,000$35.28
06/30/2019SPDR Barclays Intermediate Term Corporate Bond ETFITR872,04691330,460,000693,000$34.93
03/31/2019SPDR Barclays Intermediate Term Corporate Bond ETFITR871,13330,29329,767,0001,985,000$34.17
12/31/2018SPDR Barclays Intermediate Term Corporate Bond ETFITR840,84021,17427,782,000487,000$33.04
09/30/2018SPDR Barclays Intermediate Term Corporate Bond ETFITR819,66635,31827,295,0001,184,000$33.30
06/30/2018SPDR Barclays Intermediate Term Corporate Bond ETFITR784,34832,31126,111,000888,000$33.29
03/31/2018SPDR Barclays Intermediate Term Corporate Bond ETFITR752,037-560,69425,223,000-19,698,000$33.54
12/31/2017SPDR Barclays Intermediate Term Corporate Bond ETFITR1,312,73170,64944,921,0002,057,000$34.22
09/30/2017SPDR Barclays Intermediate Term Corporate Bond ETFITR1,242,08293,08442,864,0003,327,000$34.51
06/30/2017SPDR Barclays Intermediate Term Corporate Bond ETFITR1,148,99852,32339,537,0002,107,000$34.41
03/31/2017SPDR Barclays Intermediate Term Corporate Bond ETFITR1,096,6751,096,67537,430,00037,430,000$34.13
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