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inv grd crp bd shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone Wealth Management investment in inv grd crp bd

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

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Quarterly reported holdings in inv grd crp bd by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 120k 99.45
2024-06-30 $11M 117k 95.07
2024-03-31 $11M 118k 96.05
2023-12-31 $11M 118k 97.26
2023-09-30 $9.1M 100k 91.12
2023-06-30 $9.3M 98k 94.85
2023-03-31 $11M 109k 96.20
2018-09-30 $221k 23k 9.53

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Pacer Us Small (CALF)

View all positions for Cornerstone Wealth Management

Top funds holding inv grd crp bd

Bank of America Corporation
CWM
Migdal Insurance & Financial Holdings
LPL Financial
Morgan Stanley
Allianz Asset Management
RAM Investment Partners
Resources Investment Advisors
Mokosak Advisory Group
Tradewinds Capital Management
XML Financial
Clear Rock Advisors
P-Solve
Advisor Group Holdings
Royal Bank of Canada

View all funds holding inv grd crp bd