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inv grd crp bd shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 137k 98.62
2025-03-31 $285k 2.9k 96.77
2024-12-31 $336k 3.5k 95.11
2024-09-30 $485k 4.9k 99.46
2024-06-30 $464k 4.9k 95.07

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding inv grd crp bd

LPL Financial
CWM
Morgan Stanley
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