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inv grd crp bd shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in inv grd crp bd by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $256k 2.6k 96.89

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American Centy Etf Tr Us Eqt Etf (AVUS)
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NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
American Centy Etf Tr Avantis Us Larg (AVLC)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
Broadcom (AVGO)

View all positions for Simplicity Wealth

Top funds holding inv grd crp bd

Bank of America Corporation
LPL Financial
CWM
Morgan Stanley
RAM Investment Partners
Resources Investment Advisors
Allianz Asset Management
Mokosak Advisory Group
Goss Wealth Management
UBS Group
XML Financial
Novem Group
Gallagher Fiduciary Advisors
McAdam
RFG Advisory

View all funds holding inv grd crp bd