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inv grd crp bd shares owned by Detalus Advisors

Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Detalus Advisors from 13F filings

Historical chart of Detalus Advisors investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in inv grd crp bd by Detalus Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $238k 2.5k 96.77
2024-12-31 $244k 2.6k 95.10
2024-06-30 $206k 2.2k 95.07
2024-03-31 $248k 2.6k 96.05
2023-12-31 $265k 2.7k 97.26

More positions owned by Detalus Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares A I Inno (BAI)
Equifax (EFX)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Apple (AAPL)
Byline Ban (BY)
Spdr Series Trust Port Mtg Bk Etf (SPMB)

View all positions for Detalus Advisors

Top funds holding inv grd crp bd

LPL Financial
CWM
Morgan Stanley
RAM Investment Partners
Allianz Asset Management
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