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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
2023-12-31 $609k 6.3k 97.25

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr TRS FLT RT BD (TFLO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
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 S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Access Income Fund Shs Benfin Int (PAXS)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Ishares Core Msci Emkt (IEMG)

View all positions for Element Wealth

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