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inv grd crp bd shares owned by Laurel Oak Wealth Management

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

Historical chart of Laurel Oak 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 Laurel Oak 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 Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 14k 96.80

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding inv grd crp bd

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Mokosak Advisory Group
Vickerman Investment Advisors
UBS Group
XML Financial
Goss Wealth Management
Bank of Nova Scotia
Novem Group
Gallagher Fiduciary Advisors
Migdal Insurance & Financial Holdings
Modern Wealth Management

View all funds holding inv grd crp bd