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inv grd crp bd shares owned by ShoreHaven Wealth Partners

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

Historical chart of ShoreHaven Wealth Partners investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

All positions including inv grd crp bd held by ShoreHaven Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in inv grd crp bd by ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.7M 19k 91.12
2023-06-30 $267k 2.8k 94.85

More positions owned by ShoreHaven Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Apple (AAPL)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Series Trust SPDR S&P1500VL (VLU)
Ishares Tr U S Equity Factr (LRGF)

View all positions for ShoreHaven Wealth Partners

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
Novem Group
Migdal Insurance & Financial Holdings
Bank of Nova Scotia
Great Valley Advisor Group
Modern Wealth Management

View all funds holding inv grd crp bd