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inv grd crp bd shares owned by Barnes Wealth Management Group

Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Barnes Wealth Management Group from 13F filings

Historical chart of Barnes Wealth Management Group investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

All positions including inv grd crp bd held by Barnes Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in inv grd crp bd by Barnes Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $454k 4.6k 98.62
2025-06-30 $1.1M 12k 97.31
2025-03-31 $1.2M 13k 96.77
2024-12-31 $1.1M 11k 95.10

More positions owned by Barnes Wealth Management Group

Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr S&p 100 Etf (OEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Barnes Wealth Management Group

Top funds holding inv grd crp bd

LPL Financial
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Resources Investment Advisors
Vickerman Investment Advisors
Mokosak Advisory Group
UBS Group
XML Financial
Goss Wealth Management
Bank of Nova Scotia
Great Valley Advisor Group
Novem Group
Modern Wealth Management

View all funds holding inv grd crp bd