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inv grd crp bd shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management investment in inv grd crp bd

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All positions including inv grd crp bd held by Golden State 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 Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $54k 551 98.62
2025-06-30 $70k 722 97.31
2025-03-31 $102k 1.1k 96.77
2024-12-31 $115k 1.2k 95.10

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding inv grd crp bd

LPL Financial
CWM
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
Migdal Insurance & Financial Holdings

View all funds holding inv grd crp bd