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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cornerstone Wealth Management

Top funds holding inv grd crp bd

Bank of America Corporation
CWM
Allianz Asset Management
Migdal Insurance & Financial Holdings
RAM Investment Partners
Mokosak Advisory Group
Advisor Group Holdings
UBS Group
Clear Rock Advisors
P-Solve
Jane Street
Royal Bank of Canada
Tradewinds Capital Management
Cornerstone Wealth Management
Wells Fargo & Company

View all funds holding inv grd crp bd