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inv grd crp bd shares owned by Element Wealth

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

Historical chart of Element Wealth investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in inv grd crp bd by Element Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $652k 6.6k 99.45
2024-06-30 $643k 6.8k 95.07
2024-03-31 $603k 6.3k 96.05
2023-12-31 $609k 6.3k 97.25

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Pimco Access Income Fund Shs Benfin Int (PAXS)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Element Wealth

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