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inv grd crp bd shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset Management investment in inv grd crp bd

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All positions including inv grd crp bd held by Milestone Asset 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 Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 12k 98.63
2025-06-30 $1.6M 16k 97.31
2025-03-31 $1.6M 17k 96.77
2024-12-31 $1.4M 14k 95.11
2024-09-30 $1.5M 15k 99.46
2024-06-30 $1.4M 15k 95.07

More positions owned by Milestone Asset Management

Spdr Series Trust Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr TRS FLT RT BD (TFLO)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)

View all positions for Milestone Asset Management

Top funds holding inv grd crp bd

LPL Financial
CWM
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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